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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
1001
$2K ﹤0.01%
+125
1002
$2K ﹤0.01%
+45
1003
$1K ﹤0.01%
+15
1004
$1K ﹤0.01%
+52
1005
$1K ﹤0.01%
+100
1006
$1K ﹤0.01%
+9
1007
$1K ﹤0.01%
+40
1008
$1K ﹤0.01%
+20
1009
$1K ﹤0.01%
+12
1010
$1K ﹤0.01%
+8
1011
$1K ﹤0.01%
+27
1012
$1K ﹤0.01%
+25
1013
$1K ﹤0.01%
+139
1014
$1K ﹤0.01%
+24
1015
$1K ﹤0.01%
+47
1016
$1K ﹤0.01%
+22
1017
$1K ﹤0.01%
+41
1018
$1K ﹤0.01%
+16
1019
$1K ﹤0.01%
+2
1020
$1K ﹤0.01%
+64
1021
$1K ﹤0.01%
+7
1022
$1K ﹤0.01%
+29
1023
$1K ﹤0.01%
+22
1024
$1K ﹤0.01%
+18
1025
$1K ﹤0.01%
+12
39 40
41
42 43