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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
976
$1K ﹤0.01%
77
+25
977
$1K ﹤0.01%
104
+36
978
$1K ﹤0.01%
83
-49
979
$1K ﹤0.01%
4
980
$1K ﹤0.01%
29
-9
981
$1K ﹤0.01%
11
-17
982
$1K ﹤0.01%
22
983
$1K ﹤0.01%
14
-7
984
$1K ﹤0.01%
6
-7
985
$1K ﹤0.01%
30
986
$1K ﹤0.01%
50
987
$1K ﹤0.01%
112
+46
988
$1K ﹤0.01%
6
-355
989
$1K ﹤0.01%
256
+17
990
$1K ﹤0.01%
8
991
$1K ﹤0.01%
+117
992
$1K ﹤0.01%
+106
993
$1K ﹤0.01%
37
994
$1K ﹤0.01%
71
-15
995
$1K ﹤0.01%
26
+5
996
$1K ﹤0.01%
7
+1
997
$1K ﹤0.01%
86
+31
998
$1K ﹤0.01%
16
-58
999
$1K ﹤0.01%
+1
1000
$1K ﹤0.01%
4
-245
38 39
40
41 42