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FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $562M
This Fund
S&P 500
This Quarter Est. Return
-4.28%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.3M
AUM Growth
-$113M
Cap. Flow
+$3.58M
Cap. Flow %
11.09%
Top 10 Hldgs %
65.22%
Holding
1,498
New
112
Increased
297
Reduced
587
Closed
341
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BND icon
1
Vanguard Total Bond Market
BND
$158B
$730K 2.26%
8,588
+1,613
+23% +$137K
IJH icon
2
iShares Core S&P Mid-Cap ETF
IJH
$121B
$628K 1.94%
22,530
+205
+0.9% +$7.62K
SHY icon
3
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$616K 1.91%
7,135
+1,970
+38% +$168K
IEI icon
4
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
$539K 1.67%
4,052
+2,904
+253% +$374K
TLT icon
5
iShares 20+ Year Treasury Bond ETF
TLT
$42.9B
$421K 1.3%
2,562
-933
-27% -$139K
TIP icon
6
iShares TIPS Bond ETF
TIP
$14.5B
$400K 1.24%
3,393
+1,080
+47% +$127K
BSV icon
7
Vanguard Short-Term Bond ETF
BSV
$44.6B
$380K 1.18%
4,629
-5,392
-54% -$438K
SOXX icon
8
iShares Semiconductor ETF
SOXX
$39.1B
$367K 1.14%
5,361
+4,110
+329% +$325K
IAGG icon
9
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$351K 1.09%
32,341
+15,165
+88% +$839K
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$138B
$339K 1.05%
2,937
-5,301
-64% -$604K
VMBS icon
11
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$314K 0.97%
5,776
-9,902
-63% -$529K
GBIL icon
12
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.64B
$258K 0.8%
+2,562
New +$257K
SCHO icon
13
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$239K 0.74%
9,262
-7,432
-45% -$189K
VNQ icon
14
Vanguard Real Estate ETF
VNQ
$39.9B
$235K 0.73%
3,374
-3,538
-51% -$311K
SHV icon
15
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$223K 0.69%
2,013
-2,825
-58% -$313K
SRLN icon
16
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$216K 0.67%
5,393
-8,623
-62% -$385K
VTIP icon
17
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$208K 0.64%
4,268
-6,302
-60% -$309K
STIP icon
18
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$207K 0.64%
11,139
+6,026
+118% +$606K
PGHY icon
19
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$222M
$197K 0.61%
9,981
-17,004
-63% -$374K
IEF icon
20
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$194K 0.6%
1,599
-1,276
-44% -$147K
LQD icon
21
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.4B
$187K 0.58%
1,560
-2,831
-64% -$361K
BIV icon
22
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$183K 0.57%
2,118
-2,003
-49% -$178K
HYG icon
23
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$180K 0.56%
2,426
-5,834
-71% -$493K
IBDL
24
DELISTED
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
$174K 0.54%
6,920
-3,416
-33% -$86.1K
SCHR
25
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$160K 0.5%
7,314
-4,372
-37% -$124K

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Financial Gravity Asset Management's Q1 2020 Portfolio in Review

As of Q1 2020, Financial Gravity Asset Management held 1,498 positions worth $32.3M, down 78% from $145M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Financial Gravity Asset Management deployed $3.58M of net new capital in Q1 2020, opening 112 new positions and adding to 297 existing holdings. Its largest new stake was Xtrackers USD High Yield Corporate Bond ETF: 33,765 shares worth $1.19K.

By sector, the portfolio is most concentrated in Healthcare at 5.3% of assets, down from 10% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street SPDR Bloomberg High Yield Bond ETF, an estimated $1.08M trimmed.

  • Financial Gravity Asset Management's largest Q1 2020 buy was Xtrackers USD High Yield Corporate Bond ETF: 33,765 shares worth $1.19K.
  • Financial Gravity Asset Management added most to iShares Core International Aggregate Bond Fund in Q1 2020, an estimated $839K increase.
  • Financial Gravity Asset Management's biggest Q1 2020 reduction was State Street SPDR Bloomberg High Yield Bond ETF, cutting an estimated $1.08M.
  • Financial Gravity Asset Management fully exited Adobe in Q1 2020, selling an estimated $330K.
  • Financial Gravity Asset Management's ten largest holdings make up 65% of its $32.3M portfolio in Q1 2020.
  • Financial Gravity Asset Management opened 112 new positions and closed 341 in Q1 2020.
  • Financial Gravity Asset Management's portfolio value fell 78% quarter-over-quarter to $32.3M.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.