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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
1676
– –
-24
1677
– –
0
1678
$0 ﹤0.01%
2
-194
1679
– –
-771
1680
– –
0
1681
$0 ﹤0.01%
7
+2
1682
– –
-402
1683
– –
-1
1684
$0 ﹤0.01%
2
-372
1685
$0 ﹤0.01%
7
-1
1686
$0 ﹤0.01%
+9
1687
$0 ﹤0.01%
5
-661
1688
$0 ﹤0.01%
1
1689
$0 ﹤0.01%
7
1690
$0 ﹤0.01%
1
1691
$0 ﹤0.01%
20
+4
1692
– –
-238
1693
$0 ﹤0.01%
+7
1694
$0 ﹤0.01%
7
1695
– –
-406
1696
$0 ﹤0.01%
+3
1697
– –
-4
1698
$0 ﹤0.01%
8
-1
1699
– –
-35
1700
– –
-9
66 67
68
69 70