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FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $562M
This Fund
S&P 500
This Quarter Est. Return
+18.76%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326K
AUM Growth
-$32M
Cap. Flow
-$32M
Cap. Flow %
-9,823.19%
Top 10 Hldgs %
96.93%
Holding
1,150
New
10
Increased
6
Reduced
1
Closed
1,132

Sector Composition

Rank Sector Weight
1 Materials 55.52%
2 Industrials 5.83%
3 Consumer Discretionary 1.53%
4 Utilities 1.23%
5 Healthcare 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APD icon
1
Air Products & Chemicals
APD
$65.6B
$178K 54.6%
736
+696
+1,740% +$159K
BSJM
2
DELISTED
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
$53K 16.26%
+2,393
New +$53.1K
VOT icon
3
Vanguard Mid-Cap Growth ETF
VOT
$19B
$22K 6.75%
132
FPA icon
4
First Trust Asia Pacific ex-Japan AlphaDEX Fund
FPA
$98.8M
$21K 6.44%
872
+681
+357% +$15.4K
FELE icon
5
Franklin Electric
FELE
$4.66B
$16K 4.91%
+309
New +$15.4K
EWA icon
6
iShares MSCI Australia ETF
EWA
$1.39B
$9K 2.76%
481
+474
+6,771% +$8.36K
VIPS icon
7
Vipshop
VIPS
$7.23B
$5K 1.53%
235
+143
+155% +$2.46K
APPN icon
8
Appian
APPN
$2.1B
$4K 1.23%
+70
New +$3.42K
CPK icon
9
Chesapeake Utilities
CPK
$3.3B
$4K 1.23%
50
+29
+138% +$2.52K
SGEN
10
DELISTED
Seagen Inc. Common Stock
SGEN
$4K 1.23%
26
+21
+420% +$3.13K
AXTA icon
11
Axalta
AXTA
$7.5B
$3K 0.92%
+143
New +$2.92K
BOOM icon
12
DMC Global
BOOM
$109M
$3K 0.92%
+116
New +$3.2K
FITB
13
Fifth Third Bancorp
FITB
$51.7B
$3K 0.92%
+176
New +$3.26K
AERI
14
DELISTED
Aerie Pharmaceuticals
AERI
$1K 0.31%
+63
New +$932
A icon
15
Agilent Technologies
A
$39.5B
-98
Closed -$6.98K
AAP icon
16
Advance Auto Parts
AAP
$3.5B
-41
Closed -$4
AAPL icon
17
Apple
AAPL
$5.03T
-3,760
Closed -$98.6K
ABBV icon
18
AbbVie
ABBV
$471B
-361
Closed -$22.9K
ABCB icon
19
Ameris Bancorp
ABCB
$5.87B
-37
Closed -$882
ABM icon
20
ABM Industries
ABM
$2.87B
-11
Closed -$262
ABT icon
21
Abbott
ABT
$190B
-1,184
Closed -$93
ACAD icon
22
Acadia Pharmaceuticals
ACAD
$4.48B
-2
Closed -$98
ACB
23
Aurora Cannabis
ACB
$168M
-7
Closed -$1
ACN icon
24
Accenture
ACN
$106B
-140
Closed -$22.8K
ACRE
25
Ares Commercial Real Estate
ACRE
$245M
-44
Closed -$309

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Financial Gravity Asset Management's Q2 2020 Portfolio in Review

As of Q2 2020, Financial Gravity Asset Management held 1,150 positions worth $326K, down 99% from $32.3M the previous quarter. Its ten largest holdings account for 97% of the portfolio.

Financial Gravity Asset Management withdrew a net $32M in Q2 2020, closing 1,132 positions and reducing 1 holding. Its most notable exit was Vanguard Total Bond Market, an estimated $730K position sold in full.

By sector, the portfolio is most concentrated in Materials at 56% of assets, up from 0.28% a quarter earlier, followed by Industrials and Consumer Discretionary.

Against the trend, Financial Gravity Asset Management opened a new position in Invesco BulletShares 2022 High Yield Corporate Bond ETF worth $53K.

  • Financial Gravity Asset Management's largest Q2 2020 buy was Invesco BulletShares 2022 High Yield Corporate Bond ETF: 2,393 shares worth $53K.
  • Financial Gravity Asset Management added most to Air Products & Chemicals in Q2 2020, an estimated $159K increase.
  • Financial Gravity Asset Management's biggest Q2 2020 reduction was Flagstar Bancorp, Inc. New, cutting an estimated $179.
  • Financial Gravity Asset Management fully exited Vanguard Total Bond Market in Q2 2020, selling an estimated $730K.
  • Financial Gravity Asset Management's ten largest holdings make up 97% of its $326K portfolio in Q2 2020.
  • Financial Gravity Asset Management opened 10 new positions and closed 1,132 in Q2 2020.
  • Financial Gravity Asset Management's portfolio value fell 99% quarter-over-quarter to $326K.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.