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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
1526
– –
-79
1527
$0 ﹤0.01%
89
+28
1528
$0 ﹤0.01%
1
1529
$0 ﹤0.01%
+4
1530
– –
-15
1531
– –
-75
1532
– –
-701
1533
$0 ﹤0.01%
4
1534
$0 ﹤0.01%
1
1535
$0 ﹤0.01%
3
-3
1536
$0 ﹤0.01%
5
1537
$0 ﹤0.01%
10
-948
1538
$0 ﹤0.01%
13
-2
1539
– –
-1
1540
$0 ﹤0.01%
58
-18
1541
$0 ﹤0.01%
6
-118
1542
$0 ﹤0.01%
41
1543
– –
-44
1544
– –
-7
1545
– –
-17
1546
$0 ﹤0.01%
4
-7
1547
$0 ﹤0.01%
6
1548
$0 ﹤0.01%
18
1549
$0 ﹤0.01%
15
-45
1550
– –
-550
60 61
62
63 64