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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
1001
$2K ﹤0.01%
15
-1
1002
$2K ﹤0.01%
104
+71
1003
$2K ﹤0.01%
16
+5
1004
$2K ﹤0.01%
30
+20
1005
$2K ﹤0.01%
47
-882
1006
$2K ﹤0.01%
59
-3
1007
$2K ﹤0.01%
79
+7
1008
$2K ﹤0.01%
+206
1009
$2K ﹤0.01%
12
-6
1010
$2K ﹤0.01%
137
-53
1011
$2K ﹤0.01%
24
-2
1012
$2K ﹤0.01%
17
-4
1013
$2K ﹤0.01%
38
-10
1014
$2K ﹤0.01%
+40
1015
$2K ﹤0.01%
+101
1016
$2K ﹤0.01%
28
-7
1017
$2K ﹤0.01%
+135
1018
$2K ﹤0.01%
60
+13
1019
$2K ﹤0.01%
25
-9
1020
$2K ﹤0.01%
29
1021
$2K ﹤0.01%
55
-5
1022
$2K ﹤0.01%
76
-29
1023
$2K ﹤0.01%
60
-21
1024
$2K ﹤0.01%
41
1025
$2K ﹤0.01%
28
-5
39 40
41
42 43