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FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $562M
This Fund
S&P 500
This Quarter Est. Return
+6.98%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$29M
Cap. Flow
-$31.5M
Cap. Flow %
-21.67%
Top 10 Hldgs %
28.08%
Holding
1,894
New
229
Increased
264
Reduced
690
Closed
495
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LGLV icon
1
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.22B
$6.48M 4.47%
56,776
+15,616
+38% +$1.75M
AIVL icon
2
WisdomTree US AI Enhanced Value Fund
AIVL
$430M
$5.8M 3.99%
62,678
+16,685
+36% +$1.49M
CWB icon
3
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.41B
$5.58M 3.84%
99,514
+9,522
+11% +$513K
QUAL icon
4
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$5.13M 3.53%
50,747
+8,256
+19% +$795K
ULST icon
5
State Street Ultra Short Term Bond ETF
ULST
$527M
$4.19M 2.89%
103,675
+20,217
+24% +$817K
SPYG icon
6
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.4B
$3.5M 2.41%
85,207
+33,073
+63% +$1.33M
SHW icon
7
Sherwin-Williams
SHW
$84.9B
$3.16M 2.17%
13,311
-87
-0.6% -$16.6K
NEAR icon
8
iShares Short Maturity Bond ETF
NEAR
$4.82B
$2.91M 2%
57,833
+6,577
+13% +$331K
BKNG icon
9
Booking.com
BKNG
$156B
$2.12M 1.46%
1,300
-325
-20% -$25.5K
SHYG icon
10
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.59B
$1.91M 1.32%
41,116
+10,890
+36% +$503K
AMZN icon
11
Amazon
AMZN
$2.44T
$1.9M 1.31%
1,100
-80
-7% -$7.08K
SPY icon
12
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$1.51M 1.04%
4,903
+2,316
+90% +$713K
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.11T
$1.35M 0.93%
1,100
-500
-31% -$32.3K
AGZD icon
14
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$131M
$1.15M 0.79%
47,708
+5,226
+12% +$125K
MTD icon
15
Mettler-Toledo International
MTD
$28.1B
$793K 0.55%
1
-44
-98% -$31.8K
ATRI
16
DELISTED
Atrion Corp
ATRI
$752K 0.52%
4
+1
+33% +$754
MA icon
17
Mastercard
MA
$498B
$623K 0.43%
1,365
-243
-15% -$68.5K
MELI icon
18
Mercado Libre
MELI
$94.5B
$572K 0.39%
335
-198
-37% -$110K
BLK icon
19
Blackrock
BLK
$168B
$503K 0.35%
33
+11
+50% +$5.22K
HYG icon
20
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$450K 0.31%
8,260
-1,143
-12% -$99.5K
JPST icon
21
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$448K 0.31%
8,884
-304
-3% -$15.3K
CACC icon
22
Credit Acceptance
CACC
$5.82B
$442K 0.3%
6
+1
+20% +$441
CHE icon
23
Chemed
CHE
$7.13B
$439K 0.3%
46
+2
+5% +$841
ORLY icon
24
O'Reilly Automotive
ORLY
$75.3B
$438K 0.3%
135
-15
-10% -$429
ROP icon
25
Roper Technologies
ROP
$40.4B
$434K 0.3%
320
-72
-18% -$24.9K

Similar funds

Financial Gravity Asset Management's Q4 2019 Portfolio in Review

As of Q4 2019, Financial Gravity Asset Management held 1,894 positions worth $145M, up 25% from $116M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Financial Gravity Asset Management withdrew a net $31.5M in Q4 2019, closing 495 positions and reducing 690 holdings. Its most notable exit was Invesco Emerging Markets Sovereign Debt ETF, an estimated $1.49M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 10% of assets, up from 5.1% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Financial Gravity Asset Management opened a new position in WBI BullBear Global Income ETF worth $419K.

  • Financial Gravity Asset Management's largest Q4 2019 buy was WBI BullBear Global Income ETF: 16,414 shares worth $419K.
  • Financial Gravity Asset Management added most to State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019, an estimated $1.75M increase.
  • Financial Gravity Asset Management's biggest Q4 2019 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $2.53M.
  • Financial Gravity Asset Management fully exited Invesco Emerging Markets Sovereign Debt ETF in Q4 2019, selling an estimated $1.49M.
  • Financial Gravity Asset Management's ten largest holdings make up 28% of its $145M portfolio in Q4 2019.
  • Financial Gravity Asset Management opened 229 new positions and closed 495 in Q4 2019.
  • Financial Gravity Asset Management's portfolio value rose 25% quarter-over-quarter to $145M.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.