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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
$122M
AUM Growth
-$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.4M
3
+$1.37M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$1.23M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.03M

Top Sells

1
+$1.75M
2
+$896K
3
+$766K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$680K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$649K

Sector Composition

1 Healthcare 6.64%
2 Technology 5.19%
3 Financials 3.43%
4 Industrials 2.99%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$1K ﹤0.01%
11
-600
1127
$1K ﹤0.01%
+124
1128
$1K ﹤0.01%
+10
1129
$1K ﹤0.01%
6
1130
$1K ﹤0.01%
12
-13
1131
$1K ﹤0.01%
78
-184
1132
$1K ﹤0.01%
8
+2
1133
$1K ﹤0.01%
33
1134
$1K ﹤0.01%
25
-115
1135
$1K ﹤0.01%
23
+3
1136
$1K ﹤0.01%
20
+4
1137
$1K ﹤0.01%
21
-9
1138
$1K ﹤0.01%
34
1139
$1K ﹤0.01%
57
+13
1140
$1K ﹤0.01%
11
1141
$1K ﹤0.01%
58
-32
1142
$1K ﹤0.01%
3
1143
$1K ﹤0.01%
14
-640
1144
$1K ﹤0.01%
+55
1145
$1K ﹤0.01%
17
+8
1146
$1K ﹤0.01%
18
-40
1147
$1K ﹤0.01%
21
+7
1148
$1K ﹤0.01%
12
-13
1149
$1K ﹤0.01%
58
-84
1150
$1K ﹤0.01%
126
-142
44 45
46
47 48