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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
1501
– –
-57
1502
– –
-140
1503
$0 ﹤0.01%
8
1504
$0 ﹤0.01%
7
+1
1505
– –
-304
1506
$0 ﹤0.01%
42
-6
1507
– –
-4
1508
– –
-25
1509
$0 ﹤0.01%
23
-3
1510
– –
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1511
$0 ﹤0.01%
+5
1512
– –
-47
1513
$0 ﹤0.01%
5
1514
$0 ﹤0.01%
5
-8
1515
$0 ﹤0.01%
+6
1516
– –
-1
1517
– –
-12
1518
$0 ﹤0.01%
5
-7
1519
– –
-7
1520
– –
-85
1521
$0 ﹤0.01%
16
1522
– –
-89
1523
– –
-33
1524
$0 ﹤0.01%
6
-569
1525
$0 ﹤0.01%
49
-6,067
59 60
61
62 63