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
1001
– –
-25
1002
– –
-3
1003
– –
-129
1004
– –
-13
1005
– –
-113
1006
– –
-27
1007
– –
-68
1008
– –
-146
1009
– –
-10
1010
– –
-7
1011
– –
-68
1012
– –
-9
1013
– –
-9
1014
– –
-84
1015
– –
-4
1016
– –
-178
1017
– –
-67
1018
– –
-70
1019
– –
-13
1020
– –
-14
1021
– –
-38
1022
– –
-21
1023
– –
-13
1024
– –
-1
1025
– –
-32
39 40
41
42 43