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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
1401
$0 ﹤0.01%
13
-7
1402
– –
-15
1403
$0 ﹤0.01%
10
+3
1404
$0 ﹤0.01%
4
+1
1405
$0 ﹤0.01%
8
-3
1406
$0 ﹤0.01%
57
-27
1407
$0 ﹤0.01%
1
1408
– –
-19
1409
$0 ﹤0.01%
17
1410
– –
-1,471
1411
– –
-104
1412
$0 ﹤0.01%
14
-59
1413
$0 ﹤0.01%
+28
1414
– –
-50
1415
– –
-17
1416
– –
-933
1417
– –
0
1418
$0 ﹤0.01%
226
+217
1419
– –
-463
1420
$0 ﹤0.01%
5
+2
1421
$0 ﹤0.01%
1
-191
1422
$0 ﹤0.01%
27
-11
1423
– –
-12
1424
$0 ﹤0.01%
4
1425
– –
-74
55 56
57
58 59