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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
1476
$0 ﹤0.01%
+21
1477
$0 ﹤0.01%
+22
1478
$0 ﹤0.01%
71
1479
$0 ﹤0.01%
16
1480
$0 ﹤0.01%
26
+8
1481
$0 ﹤0.01%
3
-1
1482
– –
0
1483
– –
-490
1484
– –
-33
1485
– –
-427
1486
$0 ﹤0.01%
9
+3
1487
$0 ﹤0.01%
101
+20
1488
$0 ﹤0.01%
2
1489
$0 ﹤0.01%
27
-10
1490
– –
0
1491
– –
-25
1492
– –
0
1493
$0 ﹤0.01%
22
-33
1494
$0 ﹤0.01%
21
-1
1495
$0 ﹤0.01%
+4
1496
– –
-15
1497
– –
-20
1498
$0 ﹤0.01%
+8
1499
– –
-139
1500
– –
-2,057
58 59
60
61 62