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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
$122M
AUM Growth
-$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.4M
3
+$1.37M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$1.23M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.03M

Top Sells

1
+$1.75M
2
+$896K
3
+$766K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$680K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$649K

Sector Composition

1 Healthcare 6.64%
2 Technology 5.19%
3 Financials 3.43%
4 Industrials 2.99%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
+189
852
$2K ﹤0.01%
34
-36
853
$2K ﹤0.01%
57
-37
854
$2K ﹤0.01%
221
+1
855
$2K ﹤0.01%
11
-7
856
$2K ﹤0.01%
20
-20
857
$2K ﹤0.01%
68
858
$2K ﹤0.01%
45
+40
859
$2K ﹤0.01%
110
-264
860
$2K ﹤0.01%
24
-31
861
$2K ﹤0.01%
57
-77
862
$2K ﹤0.01%
49
-117
863
$2K ﹤0.01%
10
864
$2K ﹤0.01%
20
+1
865
$2K ﹤0.01%
37
+9
866
$2K ﹤0.01%
15
-21
867
$2K ﹤0.01%
536
+106
868
$2K ﹤0.01%
31
+17
869
$2K ﹤0.01%
66
+36
870
$2K ﹤0.01%
56
+18
871
$2K ﹤0.01%
22
+4
872
$2K ﹤0.01%
192
-599
873
$2K ﹤0.01%
90
-934
874
$2K ﹤0.01%
22
-28
875
$2K ﹤0.01%
+98
33 34
35
36 37