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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
926
$2K ﹤0.01%
+50
927
$2K ﹤0.01%
+108
928
$2K ﹤0.01%
+8
929
$2K ﹤0.01%
+118
930
$2K ﹤0.01%
+66
931
$2K ﹤0.01%
+67
932
$2K ﹤0.01%
+25
933
$2K ﹤0.01%
+55
934
$2K ﹤0.01%
+27
935
$2K ﹤0.01%
+10
936
$2K ﹤0.01%
+92
937
$2K ﹤0.01%
+36
938
$2K ﹤0.01%
+30
939
$2K ﹤0.01%
+108
940
$2K ﹤0.01%
+90
941
$2K ﹤0.01%
+26
942
$2K ﹤0.01%
+57
943
$2K ﹤0.01%
+9
944
$2K ﹤0.01%
+82
945
$2K ﹤0.01%
+25
946
$2K ﹤0.01%
+59
947
$2K ﹤0.01%
+63
948
$2K ﹤0.01%
+108
949
$2K ﹤0.01%
+136
950
$2K ﹤0.01%
+133
36 37
38
39 40