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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
1401
– –
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1402
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-7
1403
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-29
1404
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1405
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1406
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-67
1407
– –
-47
1408
– –
-234
1409
– –
-69
1410
– –
-194
1411
– –
-124
1412
– –
-41
1413
– –
-755
1414
– –
-109
1415
– –
-65
1416
– –
-26
1417
– –
-15
1418
– –
-131
1419
– –
-12
1420
– –
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1421
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1422
– –
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1423
– –
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1424
– –
-36
1425
– –
-11
55 56
57
58 59