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FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $562M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,684
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.17M
3
+$3.05M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.93M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.84M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.96%
2 Technology 4.77%
3 Financials 2.6%
4 Industrials 2.55%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$5K ﹤0.01%
+114
702
$5K ﹤0.01%
+185
703
$5K ﹤0.01%
+109
704
$5K ﹤0.01%
+84
705
$4K ﹤0.01%
+88
706
$4K ﹤0.01%
+601
707
$4K ﹤0.01%
+48
708
$4K ﹤0.01%
+119
709
$4K ﹤0.01%
+200
710
$4K ﹤0.01%
+296
711
$4K ﹤0.01%
+93
712
$4K ﹤0.01%
+70
713
$4K ﹤0.01%
+94
714
$4K ﹤0.01%
+92
715
$4K ﹤0.01%
+100
716
$4K ﹤0.01%
+437
717
$4K ﹤0.01%
+200
718
$4K ﹤0.01%
+75
719
$4K ﹤0.01%
+55
720
$4K ﹤0.01%
+278
721
$4K ﹤0.01%
+133
722
$4K ﹤0.01%
+118
723
$4K ﹤0.01%
+173
724
$4K ﹤0.01%
+78
725
$4K ﹤0.01%
+36
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