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
1526
– –
-77
1527
– –
-48
1528
– –
-9
1529
– –
-22
1530
– –
-76
1531
– –
-278
1532
– –
-45
1533
– –
-9
1534
– –
-112
1535
– –
-28
1536
– –
-33
1537
– –
-92
1538
– –
-44
1539
– –
-6
1540
– –
-87
1541
– –
-90
1542
– –
-20
1543
– –
-8
1544
– –
-32
1545
– –
-10
1546
– –
-27
1547
– –
-8
1548
– –
-24
1549
– –
-60
1550
– –
-27
60 61
62
63 64