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FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $562M
This Fund
S&P 500
This Quarter Est. Return
+6.52%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
+$274M
Cap. Flow
+$14.4M
Cap. Flow %
5.17%
Top 10 Hldgs %
27.63%
Holding
1,055
New
297
Increased
116
Reduced
270
Closed
113
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IAGG icon
1
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$12.2M 4.38%
222,011
+15,762
+8% +$865K
HYLB icon
2
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$10.8M 3.86%
267,150
+21,726
+9% +$870K
SHYG icon
3
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.59B
$9.5M 3.4%
206,261
+12,050
+6% +$552K
HYDW icon
4
Xtrackers Low Beta High Yield Bond ETF
HYDW
$65.1M
$7.35M 2.63%
143,621
+11,982
+9% +$606K
STIP icon
5
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$7.32M 2.62%
68,234
+4,625
+7% +$491K
SPIB icon
6
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$7.28M 2.61%
198,440
+17,189
+9% +$627K
UPWK icon
7
Upwork
UPWK
$1.17B
$6.06M 2.17%
103,925
+78
+0.1% +$3.67K
AMZN icon
8
Amazon
AMZN
$2.47T
$5.96M 2.14%
14,720
+1,380
+10% +$229K
VWOB icon
9
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$5.65M 2.02%
70,746
+5,395
+8% +$426K
SPBO icon
10
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.09B
$5.01M 1.79%
141,538
+11,075
+8% +$386K
NVR icon
11
NVR
NVR
$17.3B
0
TSLA icon
12
Tesla
TSLA
$1.2T
$4.91M 1.76%
18,648
+369
+2% +$80.1K
SPSM icon
13
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17B
$4.44M 1.59%
100,983
+1,514
+2% +$65.8K
EPS icon
14
WisdomTree US LargeCap Fund
EPS
$1.57B
$3.92M 1.4%
84,824
+2,091
+3% +$95.1K
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.11T
$3.85M 1.38%
10,760
+600
+6% +$71.5K
SPMD icon
16
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$3.81M 1.37%
80,736
+1,322
+2% +$62.7K
ICVT icon
17
iShares Convertible Bond ETF
ICVT
$7.03B
$3.79M 1.36%
36,198
+1,137
+3% +$113K
SHW icon
18
Sherwin-Williams
SHW
$85.1B
$3.77M 1.35%
12,826
-2
-0% -$548
SPYG icon
19
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.9B
$3.59M 1.28%
55,959
+893
+2% +$53.6K
SPYD icon
20
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.78B
$3.16M 1.13%
78,878
+1,748
+2% +$71.1K
MSFT icon
21
Microsoft
MSFT
$2.94T
$3.08M 1.1%
10,407
+855
+9% +$217K
SPEM icon
22
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.8B
$3.01M 1.08%
66,080
+3,678
+6% +$165K
CMG icon
23
Chipotle Mexican Grill
CMG
$44B
$2.77M 0.99%
39,200
+4,500
+13% +$128K
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$4.12T
$2.44M 0.87%
40
SPYV icon
25
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.4B
$2.24M 0.8%
55,754
+1,354
+2% +$53.5K

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Financial Gravity Asset Management's Q2 2021 Portfolio in Review

As of Q2 2021, Financial Gravity Asset Management held 1,055 positions worth $279M, up 5,611% from $4.89M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Financial Gravity Asset Management deployed $14.4M of net new capital in Q2 2021, opening 297 new positions and adding to 116 existing holdings. Its largest new stake was State Street SPDR Bloomberg High Yield Bond ETF: 6,068 shares worth $121K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 13% of assets, up from 3.5% a quarter earlier, followed by Healthcare and Technology.

On the sell side, the largest reduction was iShares Short Maturity Bond ETF, an estimated $542K trimmed.

  • Financial Gravity Asset Management's largest Q2 2021 buy was State Street SPDR Bloomberg High Yield Bond ETF: 6,068 shares worth $121K.
  • Financial Gravity Asset Management added most to Xtrackers USD High Yield Corporate Bond ETF in Q2 2021, an estimated $870K increase.
  • Financial Gravity Asset Management's biggest Q2 2021 reduction was iShares Short Maturity Bond ETF, cutting an estimated $542K.
  • Financial Gravity Asset Management fully exited State Street Financial Select Sector SPDR ETF in Q2 2021, selling an estimated $41.8K.
  • Financial Gravity Asset Management's ten largest holdings make up 28% of its $279M portfolio in Q2 2021.
  • Financial Gravity Asset Management opened 297 new positions and closed 113 in Q2 2021.
  • Financial Gravity Asset Management's portfolio value rose 5,611% quarter-over-quarter to $279M.

Based on Financial Gravity Asset Management's 13F filing for Q2 2021, filed 11 Aug 2021.