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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
$3.22M
AUM Growth
-$350K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$4.4M
3
+$4.06M
4
HUM icon
Humana
HUM
+$3.82M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.8M

Top Sells

1
+$88.7M
2
+$42.5M
3
+$26.8M
4
MELI icon
Mercado Libre
MELI
+$22.1M
5
SHOP icon
Shopify
SHOP
+$7.21M

Sector Composition

1 Healthcare 7.15%
2 Financials 5.58%
3 Energy 4.64%
4 Technology 4.38%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-12
802
– –
-4
803
– –
-322
804
– –
-906
805
– –
-10
806
– –
-61
807
– –
-576
808
$0 ﹤0.01%
+2
809
– –
-294
810
– –
-2,088
811
– –
-98
812
– –
-14
813
– –
-222
814
– –
-540
815
– –
-52
816
– –
-46
817
– –
-1,026
818
– –
-221
819
– –
-24
820
– –
-50
821
– –
-38
822
– –
-580
823
– –
-23
824
– –
-432
825
– –
-38
30 31 32
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