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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
$326K
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$159K
2
+$53.1K
3
+$15.4K
4
FELE icon
Franklin Electric
FELE
+$15.4K
5
EWA icon
iShares MSCI Australia ETF
EWA
+$8.36K

Top Sells

1
+$730K
2
+$628K
3
+$616K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$539K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$421K

Sector Composition

1 Materials 55.52%
2 Industrials 5.83%
3 Consumer Discretionary 1.53%
4 Utilities 1.23%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
– –
-49
1077
– –
-675
1078
– –
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1079
– –
-1
1080
– –
-1,471
1081
$0 ﹤0.01%
+2
1082
– –
-574
1083
– –
-426
1084
– –
-8,588
1085
– –
-1,289
1086
– –
-75
1087
– –
-2
1088
– –
-4,629
1089
– –
-17
1090
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-47
1091
– –
-9
1092
– –
-22
1093
– –
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1094
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1095
– –
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1096
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1097
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1098
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1099
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1100
– –
-15
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