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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
$3.22M
AUM Growth
-$350K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.4M
3
+$4.06M
4
HUM icon
Humana
HUM
+$3.82M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.8M

Top Sells

1
+$88.7M
2
+$42.5M
3
+$26.8M
4
MELI icon
Mercado Libre
MELI
+$22.1M
5
SHOP icon
Shopify
SHOP
+$7.21M

Sector Composition

1 Healthcare 7.15%
2 Financials 5.58%
3 Energy 4.64%
4 Technology 4.38%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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702
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-864
703
– –
-1,824
704
– –
-81
705
– –
-199
706
– –
-1,152
707
– –
-103
708
– –
-396
709
– –
-483
710
– –
-436
711
– –
-52
712
– –
-80
713
– –
-378
714
– –
-64
715
– –
-826
716
– –
-24
717
– –
-468
718
– –
-166
719
– –
-172
720
– –
-1,404
721
– –
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722
– –
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723
– –
-33
724
– –
-188
725
– –
-10
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