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
$400M
AUM Growth
-$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,836
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$828K
3
+$665K
4
HYXF icon
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
+$555K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$514K

Top Sells

1
+$19.6M
2
+$17.8M
3
+$14.7M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$13.4M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$12.3M

Sector Composition

1 Technology 6.61%
2 Consumer Discretionary 4.75%
3 Healthcare 4.14%
4 Communication Services 3.55%
5 Consumer Staples 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-62
952
– –
-6
953
– –
-14
954
– –
-3
955
– –
-62
956
– –
-12
957
– –
-375
958
– –
-32
959
– –
0
960
– –
-1
961
– –
-45
962
– –
-314
963
– –
-2
964
– –
-75
965
– –
-4
966
– –
-255
967
– –
-1,132
968
– –
-16
969
– –
-22
970
– –
-73
971
– –
-20
972
– –
-15
973
– –
-38
974
– –
-9
975
– –
-3
37 38
39
40 41