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
1201
– –
-13
1202
– –
-65
1203
– –
-11
1204
– –
-39
1205
– –
-22
1206
– –
-140
1207
– –
-177
1208
– –
-16
1209
– –
-98
1210
– –
-8
1211
– –
-40
1212
– –
-4
1213
– –
-1
1214
– –
-40
1215
– –
-160
1216
– –
-532
1217
– –
-27
1218
– –
-85
1219
– –
-50
1220
– –
-40
1221
– –
-77
1222
– –
-41
1223
– –
-332
1224
– –
-44
1225
– –
-38
47 48
49
50 51