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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
$107M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$2.41M
3
+$2.28M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.51M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.5M

Top Sells

1
+$7.48M
2
+$5.21M
3
+$2.34M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$745K
5
GNW icon
Genworth Financial
GNW
+$624K

Sector Composition

1 Healthcare 11.07%
2 Technology 8.58%
3 Industrials 5.5%
4 Financials 5.45%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
9
-209
927
$3K ﹤0.01%
184
-78
928
$3K ﹤0.01%
175
-87
929
$3K ﹤0.01%
118
+36
930
$3K ﹤0.01%
68
+12
931
$3K ﹤0.01%
129
-49
932
$3K ﹤0.01%
58
-748
933
$3K ﹤0.01%
460
+325
934
$3K ﹤0.01%
70
-21
935
$3K ﹤0.01%
+220
936
$3K ﹤0.01%
153
937
$3K ﹤0.01%
15
-315
938
$3K ﹤0.01%
56
-11
939
$2K ﹤0.01%
10
-7
940
$2K ﹤0.01%
80
-30
941
$2K ﹤0.01%
52
-18
942
$2K ﹤0.01%
17
-7
943
$2K ﹤0.01%
47
-52
944
$2K ﹤0.01%
21
+10
945
$2K ﹤0.01%
137
946
$2K ﹤0.01%
427
+136
947
$2K ﹤0.01%
48
-22
948
$2K ﹤0.01%
27
-1
949
$2K ﹤0.01%
25
-17
950
$2K ﹤0.01%
+102
36 37
38
39 40