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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
776
$4K ﹤0.01%
+64
777
$4K ﹤0.01%
+302
778
$4K ﹤0.01%
+26
779
$4K ﹤0.01%
+300
780
$4K ﹤0.01%
+34
781
$4K ﹤0.01%
+104
782
$4K ﹤0.01%
+65
783
$4K ﹤0.01%
+329
784
$4K ﹤0.01%
+500
785
$4K ﹤0.01%
+90
786
$4K ﹤0.01%
+115
787
$4K ﹤0.01%
+2,203
788
$4K ﹤0.01%
+73
789
$4K ﹤0.01%
+306
790
$4K ﹤0.01%
+116
791
$4K ﹤0.01%
+200
792
$3K ﹤0.01%
+114
793
$3K ﹤0.01%
+102
794
$3K ﹤0.01%
+49
795
$3K ﹤0.01%
+94
796
$3K ﹤0.01%
+95
797
$3K ﹤0.01%
+36
798
$3K ﹤0.01%
+116
799
$3K ﹤0.01%
+32
800
$3K ﹤0.01%
+3
30 31
32
33 34