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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
901
$3K ﹤0.01%
+92
902
$3K ﹤0.01%
+188
903
$3K ﹤0.01%
+137
904
$3K ﹤0.01%
+84
905
$3K ﹤0.01%
+110
906
$3K ﹤0.01%
+112
907
$3K ﹤0.01%
+139
908
$3K ﹤0.01%
+129
909
$2K ﹤0.01%
+33
910
$2K ﹤0.01%
+224
911
$2K ﹤0.01%
+36
912
$2K ﹤0.01%
+20
913
$2K ﹤0.01%
+37
914
$2K ﹤0.01%
+137
915
$2K ﹤0.01%
+90
916
$2K ﹤0.01%
+291
917
$2K ﹤0.01%
+107
918
$2K ﹤0.01%
+28
919
$2K ﹤0.01%
+34
920
$2K ﹤0.01%
+83
921
$2K ﹤0.01%
+141
922
$2K ﹤0.01%
+58
923
$2K ﹤0.01%
+147
924
$2K ﹤0.01%
+66
925
$2K ﹤0.01%
+87
35 36
37
38 39