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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
1226
$1K ﹤0.01%
+68
1227
$1K ﹤0.01%
+28
1228
$1K ﹤0.01%
+16
1229
$1K ﹤0.01%
+22
1230
$1K ﹤0.01%
+24
1231
$1K ﹤0.01%
+24
1232
$1K ﹤0.01%
+12
1233
$1K ﹤0.01%
+127
1234
$1K ﹤0.01%
+9
1235
$1K ﹤0.01%
+37
1236
$1K ﹤0.01%
+26
1237
$1K ﹤0.01%
+8
1238
$1K ﹤0.01%
+27
1239
$1K ﹤0.01%
+45
1240
$1K ﹤0.01%
+183
1241
$1K ﹤0.01%
+16
1242
$1K ﹤0.01%
+46
1243
$1K ﹤0.01%
+67
1244
$1K ﹤0.01%
+46
1245
$1K ﹤0.01%
+11
1246
$1K ﹤0.01%
+40
1247
$1K ﹤0.01%
+31
1248
$1K ﹤0.01%
+6
1249
$1K ﹤0.01%
+3
1250
$1K ﹤0.01%
+96
48 49
50
51 52