We are live on ! Find out more
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
976
$2K ﹤0.01%
+412
977
$2K ﹤0.01%
+200
978
$2K ﹤0.01%
+124
979
$2K ﹤0.01%
+64
980
$2K ﹤0.01%
+58
981
$2K ﹤0.01%
+46
982
$2K ﹤0.01%
+195
983
$2K ﹤0.01%
+18
984
$2K ﹤0.01%
+64
985
$2K ﹤0.01%
+200
986
$2K ﹤0.01%
+94
987
$2K ﹤0.01%
+35
988
$2K ﹤0.01%
+51
989
$2K ﹤0.01%
+53
990
$2K ﹤0.01%
+98
991
$2K ﹤0.01%
+13
992
$2K ﹤0.01%
+36
993
$2K ﹤0.01%
+57
994
$2K ﹤0.01%
+119
995
$2K ﹤0.01%
+78
996
$2K ﹤0.01%
+200
997
$2K ﹤0.01%
+110
998
$2K ﹤0.01%
+40
999
$2K ﹤0.01%
+89
1000
$2K ﹤0.01%
+72
38 39
40
41 42