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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
$107M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$2.41M
3
+$2.28M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.51M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.5M

Top Sells

1
+$7.48M
2
+$5.21M
3
+$2.34M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$745K
5
GNW icon
Genworth Financial
GNW
+$624K

Sector Composition

1 Healthcare 11.07%
2 Technology 8.58%
3 Industrials 5.5%
4 Financials 5.45%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$5K ﹤0.01%
+298
777
$5K ﹤0.01%
252
-110
778
$5K ﹤0.01%
159
-34
779
$5K ﹤0.01%
220
+159
780
$5K ﹤0.01%
331
+115
781
$5K ﹤0.01%
+144
782
$5K ﹤0.01%
132
-1,165
783
$5K ﹤0.01%
199
+11
784
$5K ﹤0.01%
120
-1,062
785
$5K ﹤0.01%
+44
786
$5K ﹤0.01%
1,044
-7,906
787
$5K ﹤0.01%
162
+36
788
$5K ﹤0.01%
440
-66
789
$5K ﹤0.01%
112
-5
790
$5K ﹤0.01%
+29
791
$5K ﹤0.01%
56
-5
792
$5K ﹤0.01%
+128
793
$5K ﹤0.01%
66
-579
794
$5K ﹤0.01%
248
+247
795
$5K ﹤0.01%
134
+64
796
$5K ﹤0.01%
+414
797
$4K ﹤0.01%
108
+38
798
$4K ﹤0.01%
109
+12
799
$4K ﹤0.01%
130
-1,137
800
$4K ﹤0.01%
125
-48
30 31
32
33 34