FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $506M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$746M
AUM Growth
-$8.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,191
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.64M
3
+$1.8M
4
AZN icon
AstraZeneca
AZN
+$1.69M
5
UL icon
Unilever
UL
+$1.67M

Top Sells

1
+$265M
2
+$253M
3
+$225M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$189M
5
HYDW icon
Xtrackers Low Beta High Yield Bond ETF
HYDW
+$153M

Sector Composition

1 Technology 6.02%
2 Consumer Discretionary 4.7%
3 Healthcare 3.78%
4 Communication Services 3.65%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3.02K ﹤0.01%
31
+25
702
$2.99K ﹤0.01%
32
-229
703
$2.98K ﹤0.01%
+48
704
$2.96K ﹤0.01%
+62
705
$2.96K ﹤0.01%
+56
706
$2.96K ﹤0.01%
14
+4
707
$2.95K ﹤0.01%
34
+16
708
$2.95K ﹤0.01%
+101
709
$2.91K ﹤0.01%
22
-74
710
$2.9K ﹤0.01%
23
+17
711
$2.88K ﹤0.01%
3
-15
712
$2.87K ﹤0.01%
28
+26
713
$2.86K ﹤0.01%
+100
714
$2.85K ﹤0.01%
12
-43
715
$2.85K ﹤0.01%
67
-254
716
$2.84K ﹤0.01%
+124
717
$2.84K ﹤0.01%
66
+12
718
$2.84K ﹤0.01%
+420
719
$2.83K ﹤0.01%
35
+21
720
$2.81K ﹤0.01%
+104
721
$2.77K ﹤0.01%
70
+18
722
$2.77K ﹤0.01%
+59
723
$2.76K ﹤0.01%
21
+19
724
$2.75K ﹤0.01%
+34
725
$2.73K ﹤0.01%
+6
27 28
29
30 31