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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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,684
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.17M
3
+$3.05M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.93M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.84M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.96%
2 Technology 4.77%
3 Financials 2.6%
4 Industrials 2.55%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$0 ﹤0.01%
+5
1552
$0 ﹤0.01%
+1
1553
$0 ﹤0.01%
+4
1554
$0 ﹤0.01%
+8
1555
$0 ﹤0.01%
+5
1556
$0 ﹤0.01%
+2
1557
$0 ﹤0.01%
+11
1558
$0 ﹤0.01%
+13
1559
$0 ﹤0.01%
+10
1560
$0 ﹤0.01%
+2
1561
$0 ﹤0.01%
+27
1562
– –
0
1563
$0 ﹤0.01%
+16
1564
$0 ﹤0.01%
+7
1565
– –
0
1566
$0 ﹤0.01%
+5
1567
$0 ﹤0.01%
+1
1568
– –
0
1569
– –
0
1570
– –
0
1571
$0 ﹤0.01%
+6
1572
$0 ﹤0.01%
+1
1573
$0 ﹤0.01%
+5
1574
$0 ﹤0.01%
+10
1575
$0 ﹤0.01%
+4
61 62
63
64 65