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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
1701
$0 ﹤0.01%
14
1702
– –
0
1703
$0 ﹤0.01%
14
-3
1704
$0 ﹤0.01%
2
-95
1705
– –
-14
1706
$0 ﹤0.01%
7
-10
1707
– –
-244
1708
$0 ﹤0.01%
4
-2
1709
$0 ﹤0.01%
16
+4
1710
– –
-4
1711
$0 ﹤0.01%
1
1712
$0 ﹤0.01%
4
-1
1713
– –
-2
1714
– –
0
1715
$0 ﹤0.01%
28
+10
1716
– –
-23
1717
– –
-592
1718
$0 ﹤0.01%
1
1719
$0 ﹤0.01%
6
-143
1720
– –
-6
1721
$0 ﹤0.01%
6
1722
– –
-1
1723
– –
-2
1724
$0 ﹤0.01%
15
+4
1725
$0 ﹤0.01%
10
+3
67 68
69
70 71