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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
851
$3K ﹤0.01%
+198
852
$3K ﹤0.01%
+137
853
$3K ﹤0.01%
+33
854
$3K ﹤0.01%
+35
855
$3K ﹤0.01%
+74
856
$3K ﹤0.01%
+42
857
$3K ﹤0.01%
+78
858
$3K ﹤0.01%
+155
859
$3K ﹤0.01%
+102
860
$3K ﹤0.01%
+35
861
$3K ﹤0.01%
+33
862
$3K ﹤0.01%
+103
863
$3K ﹤0.01%
+109
864
$3K ﹤0.01%
+30
865
$3K ﹤0.01%
+61
866
$3K ﹤0.01%
+19
867
$3K ﹤0.01%
+96
868
$3K ﹤0.01%
+55
869
$3K ﹤0.01%
+100
870
$3K ﹤0.01%
+183
871
$3K ﹤0.01%
+120
872
$3K ﹤0.01%
+46
873
$3K ﹤0.01%
+294
874
$3K ﹤0.01%
+1,976
875
$3K ﹤0.01%
+60
33 34
35
36 37