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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
1626
$0 ﹤0.01%
13
-485
1627
$0 ﹤0.01%
6
1628
$0 ﹤0.01%
32
+31
1629
– –
0
1630
– –
-68
1631
$0 ﹤0.01%
2
-20
1632
$0 ﹤0.01%
4
-5
1633
$0 ﹤0.01%
59
+12
1634
– –
-3
1635
$0 ﹤0.01%
2
-1,087
1636
$0 ﹤0.01%
+34
1637
$0 ﹤0.01%
28
-14
1638
$0 ﹤0.01%
9
-1,185
1639
– –
0
1640
$0 ﹤0.01%
+2
1641
– –
-48
1642
$0 ﹤0.01%
44
-1
1643
– –
0
1644
$0 ﹤0.01%
+5
1645
$0 ﹤0.01%
7
+2
1646
– –
-24
1647
$0 ﹤0.01%
+1
1648
$0 ﹤0.01%
5
-1
1649
$0 ﹤0.01%
4
-5
1650
$0 ﹤0.01%
2
64 65
66
67 68