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FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $562M
This Fund
S&P 500
This Quarter Est. Return
+3.65%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.89M
AUM Growth
-$104M
Cap. Flow
+$39.1M
Cap. Flow %
800.86%
Top 10 Hldgs %
52.61%
Holding
936
New
127
Increased
222
Reduced
203
Closed
204
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SOXX icon
1
iShares Semiconductor ETF
SOXX
$39.1B
$89.7K 1.84%
636
-54
-8% -$7.39K
BSV icon
2
Vanguard Short-Term Bond ETF
BSV
$44.6B
$89.3K 1.83%
1,086
-902
-45% -$74.5K
VNQ icon
3
Vanguard Real Estate ETF
VNQ
$39.9B
$84.7K 1.73%
922
+120
+15% +$10.5K
XLB icon
4
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$83.6K 1.71%
2,122
+1,958
+1,194% +$73.9K
IAGG icon
5
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$79K 1.62%
206,249
+79,626
+63% +$4.41M
STIP icon
6
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$67.6K 1.38%
63,609
+22,409
+54% +$2.36M
HYG icon
7
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$67.5K 1.38%
774
-36
-4% -$3.13K
VMBS icon
8
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$61.1K 1.25%
1,145
-1,766
-61% -$95K
VTIP icon
9
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$61K 1.25%
1,185
+17
+1% +$874
SCHO icon
10
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$45.6K 0.93%
1,778
-140
-7% -$3.6K
MELI icon
11
Mercado Libre
MELI
$94.4B
$42.4K 0.87%
29
+2
+7% +$3.39K
TLT icon
12
iShares 20+ Year Treasury Bond ETF
TLT
$42.9B
$41.9K 0.86%
309
+39
+14% +$5.65K
XLF icon
13
State Street Financial Select Sector SPDR ETF
XLF
$56.9B
$41.8K 0.86%
1,792
+129
+8% +$4.14K
KRE icon
14
State Street SPDR S&P Regional Banking ETF
KRE
$4.52B
$41.7K 0.85%
+629
New +$39.3K
BIV icon
15
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$41.5K 0.85%
468
-46
-9% -$4.18K
OIH icon
16
VanEck Oil Services ETF
OIH
$1.98B
$41.3K 0.84%
+216
New +$40.7K
MINT icon
17
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$39.5K 0.81%
388
-4
-1% -$408
LQD icon
18
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.4B
$36.8K 0.75%
368
-15
-4% -$2K
CMBS icon
19
iShares CMBS ETF
CMBS
$474M
$35.6K 0.73%
662
-285
-30% -$15.6K
PGHY icon
20
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$222M
$35K 0.72%
1,584
-309
-16% -$6.85K
SRLN icon
21
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$33.9K 0.69%
741
-179
-19% -$8.21K
TIP icon
22
iShares TIPS Bond ETF
TIP
$14.5B
$32K 0.65%
255
-20
-7% -$2.53K
IEF icon
23
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$30K 0.61%
265
-41
-13% -$4.78K
BLV icon
24
Vanguard Long-Term Bond ETF
BLV
$5.78B
$29.9K 0.61%
305
-15
-5% -$1.54K
SCHR
25
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$29.8K 0.61%
1,058
-84
-7% -$2.41K

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Financial Gravity Asset Management's Q1 2021 Portfolio in Review

As of Q1 2021, Financial Gravity Asset Management held 936 positions worth $4.89M, down 96% from $109M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Financial Gravity Asset Management deployed $39.1M of net new capital in Q1 2021, opening 127 new positions and adding to 222 existing holdings. Its largest new stake was Moderna: 6,783 shares worth $888.

By sector, the portfolio is most concentrated in Technology at 7.6% of assets, up from 3.8% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Xtrackers Short Duration High Yield Bond ETF, an estimated $5.21M trimmed.

  • Financial Gravity Asset Management's largest Q1 2021 buy was Moderna: 6,783 shares worth $888.
  • Financial Gravity Asset Management added most to iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2021, an estimated $8.33M increase.
  • Financial Gravity Asset Management's biggest Q1 2021 reduction was Xtrackers Short Duration High Yield Bond ETF, cutting an estimated $5.21M.
  • Financial Gravity Asset Management fully exited Vanguard Short-Term Treasury ETF in Q1 2021, selling an estimated $76K.
  • Financial Gravity Asset Management's ten largest holdings make up 53% of its $4.89M portfolio in Q1 2021.
  • Financial Gravity Asset Management opened 127 new positions and closed 204 in Q1 2021.
  • Financial Gravity Asset Management's portfolio value fell 96% quarter-over-quarter to $4.89M.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.