We are live on ! Find out more
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
$9.07B
AUM Growth
+$9.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,967
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$226M
3
+$224M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$192M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$156M

Top Sells

1
+$8.18M
2
+$6.26M
3
+$4.67M
4
FCNCA icon
First Citizens BancShares
FCNCA
+$1.76M
5
MELI icon
Mercado Libre
MELI
+$1.5M

Sector Composition

1 Technology 7.69%
2 Consumer Discretionary 6.1%
3 Consumer Staples 6.01%
4 Communication Services 5.71%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-29
902
$7 ﹤0.01%
+3
903
– –
-209
904
– –
0
905
– –
0
906
$7 ﹤0.01%
2
-1
907
$7 ﹤0.01%
+1
908
$7 ﹤0.01%
1
-6
909
– –
-84
910
– –
-250
911
$6 ﹤0.01%
1
-18
912
– –
-1,988
913
– –
-72
914
– –
-221
915
$5 ﹤0.01%
1
-9
916
– –
-139
917
– –
-116
918
– –
-185
919
– –
0
920
– –
0
921
– –
-200
922
– –
-348
923
– –
-57
924
– –
-10
925
$4 ﹤0.01%
1
-5
35 36
37
38 39