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FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $562M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,600
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$5.31M
3
+$2.69M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$2.26M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.23M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.84%
2 Technology 8.15%
3 Industrials 4.97%
4 Financials 4.69%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$9K 0.01%
+134
602
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+1,428
603
$9K 0.01%
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604
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+550
605
$9K 0.01%
+45
606
$9K 0.01%
+256
607
$9K 0.01%
+463
608
$8K 0.01%
+123
609
$8K 0.01%
+376
610
$8K 0.01%
+3
611
$8K 0.01%
+25
612
$8K 0.01%
+261
613
$8K 0.01%
+121
614
$8K 0.01%
+370
615
$8K 0.01%
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616
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617
$8K 0.01%
+59
618
$8K 0.01%
+127
619
$8K 0.01%
+202
620
$8K 0.01%
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621
$8K 0.01%
+203
622
$8K 0.01%
+151
623
$8K 0.01%
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624
$8K 0.01%
+337
625
$8K 0.01%
+106
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