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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
$2.96M
AUM Growth
-$258K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
924
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.22M
3
+$1.58M
4
LULU icon
lululemon athletica
LULU
+$1.48M
5
LIN icon
Linde
LIN
+$1.32M

Top Sells

1
+$145M
2
+$10.4M
3
+$5.96M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$5.3M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$4.39M

Sector Composition

1 Healthcare 7.39%
2 Financials 5.8%
3 Energy 5.3%
4 Technology 4.32%
5 Industrials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2 ﹤0.01%
+44
752
$2 ﹤0.01%
34
-2
753
$2 ﹤0.01%
+25
754
$2 ﹤0.01%
+32
755
$2 ﹤0.01%
+15
756
$2 ﹤0.01%
+3
757
$2 ﹤0.01%
+83
758
$2 ﹤0.01%
190
-110
759
$2 ﹤0.01%
+29
760
$1 ﹤0.01%
17
-2
761
$1 ﹤0.01%
50
-14
762
$1 ﹤0.01%
+9
763
$1 ﹤0.01%
39
-2
764
$1 ﹤0.01%
+30
765
– –
-300
766
– –
-234
767
– –
-231
768
– –
-2,142
769
– –
-48
770
– –
-3,724
771
– –
-13,801
772
– –
-940
773
– –
-774
774
– –
-364
775
– –
-16,561
29 30
31
32 33