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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
701
$6K 0.01%
+124
702
$6K 0.01%
+933
703
$6K 0.01%
+362
704
$6K 0.01%
+74
705
$6K 0.01%
+88
706
$6K 0.01%
+685
707
$6K 0.01%
+44
708
$6K 0.01%
+183
709
$6K 0.01%
+989
710
$6K 0.01%
+124
711
$5K 0.01%
+88
712
$5K 0.01%
+40
713
$5K 0.01%
+318
714
$5K 0.01%
+63
715
$5K 0.01%
+173
716
$5K 0.01%
+104
717
$5K 0.01%
+62
718
$5K 0.01%
+4,583
719
$5K 0.01%
+120
720
$5K 0.01%
+65
721
$5K 0.01%
+164
722
$5K 0.01%
+88
723
$5K 0.01%
+92
724
$5K 0.01%
+122
725
$5K 0.01%
+84
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