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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
1376
$1K ﹤0.01%
3
-1
1377
$1K ﹤0.01%
31
+10
1378
$1K ﹤0.01%
7
-3
1379
$1K ﹤0.01%
12
-9
1380
$1K ﹤0.01%
8
-6
1381
$1K ﹤0.01%
18
-3
1382
– –
-63
1383
$0 ﹤0.01%
3
1384
$0 ﹤0.01%
3
-171
1385
$0 ﹤0.01%
312
-122
1386
$0 ﹤0.01%
+12
1387
– –
-33
1388
– –
-17
1389
– –
-2
1390
– –
-349
1391
$0 ﹤0.01%
49
+10
1392
– –
-47
1393
$0 ﹤0.01%
28
-13
1394
$0 ﹤0.01%
7
+6
1395
$0 ﹤0.01%
24
1396
$0 ﹤0.01%
+58
1397
$0 ﹤0.01%
5
1398
$0 ﹤0.01%
3
1399
– –
-132
1400
– –
-152
54 55
56
57 58