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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
1601
– –
-6
1602
$0 ﹤0.01%
29
-100
1603
$0 ﹤0.01%
46
+8
1604
– –
-19
1605
$0 ﹤0.01%
7
+3
1606
$0 ﹤0.01%
1
1607
– –
-212
1608
– –
-4,542
1609
– –
-698
1610
$0 ﹤0.01%
+3
1611
– –
0
1612
– –
-4
1613
– –
-28
1614
– –
-1,555
1615
– –
-1,194
1616
– –
-21
1617
$0 ﹤0.01%
8
1618
$0 ﹤0.01%
33
-15
1619
$0 ﹤0.01%
12
-18
1620
– –
-446
1621
$0 ﹤0.01%
12
1622
$0 ﹤0.01%
7
+1
1623
– –
-904
1624
$0 ﹤0.01%
7
+1
1625
$0 ﹤0.01%
23
-6
63 64
65
66 67