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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
$9.07B
AUM Growth
+$9.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,967
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$226M
3
+$224M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$192M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$156M

Top Sells

1
+$8.18M
2
+$6.26M
3
+$4.67M
4
FCNCA icon
First Citizens BancShares
FCNCA
+$1.76M
5
MELI icon
Mercado Libre
MELI
+$1.5M

Sector Composition

1 Technology 7.69%
2 Consumer Discretionary 6.1%
3 Consumer Staples 6.01%
4 Communication Services 5.71%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
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1102
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-33
1103
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-28
1104
– –
-85
1105
– –
-196
1106
– –
-30
1107
– –
-369
1108
– –
-102
1109
– –
-8
1110
– –
-85
1111
– –
-40
1112
– –
-25
1113
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-52
1114
– –
-28
1115
– –
-55
1116
– –
-141
1117
– –
-20
1118
– –
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1119
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-93
1120
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-9
1121
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1122
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-7
1123
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1124
– –
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1125
– –
-23
43 44
45
46 47