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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
751
$4K ﹤0.01%
+106
752
$4K ﹤0.01%
+78
753
$4K ﹤0.01%
+633
754
$4K ﹤0.01%
+880
755
$4K ﹤0.01%
+39
756
$4K ﹤0.01%
+180
757
$4K ﹤0.01%
+65
758
$4K ﹤0.01%
+86
759
$4K ﹤0.01%
+51
760
$4K ﹤0.01%
+500
761
$4K ﹤0.01%
+44
762
$4K ﹤0.01%
+26
763
$4K ﹤0.01%
+50
764
$4K ﹤0.01%
+1,877
765
$4K ﹤0.01%
+280
766
$4K ﹤0.01%
+250
767
$4K ﹤0.01%
+45
768
$4K ﹤0.01%
+284
769
$4K ﹤0.01%
+81
770
$4K ﹤0.01%
+178
771
$4K ﹤0.01%
+169
772
$4K ﹤0.01%
+137
773
$4K ﹤0.01%
+136
774
$4K ﹤0.01%
+92
775
$4K ﹤0.01%
+82
29 30
31
32 33