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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
801
$3K ﹤0.01%
+95
802
$3K ﹤0.01%
+578
803
$3K ﹤0.01%
+40
804
$3K ﹤0.01%
+7
805
$3K ﹤0.01%
+35
806
$3K ﹤0.01%
+153
807
$3K ﹤0.01%
+22
808
$3K ﹤0.01%
+226
809
$3K ﹤0.01%
+7
810
$3K ﹤0.01%
+133
811
$3K ﹤0.01%
+75
812
$3K ﹤0.01%
+68
813
$3K ﹤0.01%
+142
814
$3K ﹤0.01%
+48
815
$3K ﹤0.01%
+53
816
$3K ﹤0.01%
+33
817
$3K ﹤0.01%
+62
818
$3K ﹤0.01%
+106
819
$3K ﹤0.01%
+348
820
$3K ﹤0.01%
+34
821
$3K ﹤0.01%
+125
822
$3K ﹤0.01%
+42
823
$3K ﹤0.01%
+52
824
$3K ﹤0.01%
+91
825
$3K ﹤0.01%
+679
31 32
33
34 35