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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
1726
$0 ﹤0.01%
21
+5
1727
$0 ﹤0.01%
9
+2
1728
$0 ﹤0.01%
12
+3
1729
$0 ﹤0.01%
17
+4
1730
$0 ﹤0.01%
6
+1
1731
$0 ﹤0.01%
4
1732
– –
-7
1733
$0 ﹤0.01%
30
-15
1734
– –
-20
1735
– –
-116
1736
$0 ﹤0.01%
70
+14
1737
$0 ﹤0.01%
97
-2,534
1738
$0 ﹤0.01%
2
-127
1739
$0 ﹤0.01%
2
-270
1740
$0 ﹤0.01%
7
-3
1741
$0 ﹤0.01%
41
-16
1742
$0 ﹤0.01%
5
-3
1743
$0 ﹤0.01%
6
+2
1744
$0 ﹤0.01%
+1
1745
$0 ﹤0.01%
5
1746
$0 ﹤0.01%
7
1747
– –
-15
1748
$0 ﹤0.01%
8
-12
1749
– –
-51
1750
$0 ﹤0.01%
14
-1,326
67 68 69
70
71