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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
901
$2K ﹤0.01%
+18
902
$2K ﹤0.01%
+92
903
$2K ﹤0.01%
+10
904
$2K ﹤0.01%
+19
905
$2K ﹤0.01%
+33
906
$2K ﹤0.01%
+430
907
$2K ﹤0.01%
+150
908
$2K ﹤0.01%
+18
909
$2K ﹤0.01%
+18
910
$2K ﹤0.01%
+60
911
$2K ﹤0.01%
+310
912
$2K ﹤0.01%
+59
913
$2K ﹤0.01%
+9
914
$2K ﹤0.01%
+87
915
$2K ﹤0.01%
+44
916
$2K ﹤0.01%
+150
917
$2K ﹤0.01%
+44
918
$2K ﹤0.01%
+26
919
$2K ﹤0.01%
+100
920
$2K ﹤0.01%
+48
921
$2K ﹤0.01%
+86
922
$2K ﹤0.01%
+143
923
$2K ﹤0.01%
+23
924
$2K ﹤0.01%
+28
925
$2K ﹤0.01%
+844
35 36
37
38 39