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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
1026
$2K ﹤0.01%
30
-3
1027
$2K ﹤0.01%
59
-24
1028
$2K ﹤0.01%
57
+16
1029
$2K ﹤0.01%
52
-852
1030
$2K ﹤0.01%
37
-28
1031
$2K ﹤0.01%
44
-19
1032
$2K ﹤0.01%
119
+10
1033
$2K ﹤0.01%
50
-17
1034
$2K ﹤0.01%
36
-8
1035
$2K ﹤0.01%
31
-3
1036
$2K ﹤0.01%
75
-53
1037
$2K ﹤0.01%
31
-3
1038
$2K ﹤0.01%
49
-28
1039
$2K ﹤0.01%
19
+11
1040
$2K ﹤0.01%
89
-34
1041
$2K ﹤0.01%
+30
1042
$2K ﹤0.01%
+72
1043
$2K ﹤0.01%
204
-13
1044
$2K ﹤0.01%
52
+16
1045
$2K ﹤0.01%
369
-142
1046
$2K ﹤0.01%
57
-3
1047
$2K ﹤0.01%
44
+5
1048
$2K ﹤0.01%
69
+13
1049
$2K ﹤0.01%
33
-27
1050
$2K ﹤0.01%
22
40 41
42
43 44