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
876
$1.42K ﹤0.01%
+33
877
$1.42K ﹤0.01%
+57
878
$1.41K ﹤0.01%
+12
879
$1.41K ﹤0.01%
54
880
$1.4K ﹤0.01%
+56
881
$1.4K ﹤0.01%
+33
882
$1.39K ﹤0.01%
106
+30
883
$1.39K ﹤0.01%
64
+60
884
$1.35K ﹤0.01%
+9
885
$1.32K ﹤0.01%
+20
886
$1.32K ﹤0.01%
+85
887
$1.31K ﹤0.01%
10
+2
888
$1.3K ﹤0.01%
19
-21
889
$1.29K ﹤0.01%
41
-1,025
890
$1.29K ﹤0.01%
25
-19
891
$1.28K ﹤0.01%
6
+4
892
$1.28K ﹤0.01%
51
+23
893
$1.28K ﹤0.01%
+49
894
$1.28K ﹤0.01%
+31
895
$1.27K ﹤0.01%
63
-118
896
$1.27K ﹤0.01%
+48
897
$1.24K ﹤0.01%
38
+28
898
$1.24K ﹤0.01%
+27
899
$1.24K ﹤0.01%
+54
900
$1.22K ﹤0.01%
+8
34 35
36
37 38