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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
926
$2K ﹤0.01%
+68
927
$2K ﹤0.01%
+23
928
$2K ﹤0.01%
+644
929
$2K ﹤0.01%
+197
930
$2K ﹤0.01%
+132
931
$2K ﹤0.01%
+27
932
$2K ﹤0.01%
+24
933
$2K ﹤0.01%
+26
934
$2K ﹤0.01%
+32
935
$2K ﹤0.01%
+35
936
$2K ﹤0.01%
+72
937
$2K ﹤0.01%
+96
938
$2K ﹤0.01%
+60
939
$2K ﹤0.01%
+31
940
$2K ﹤0.01%
+15
941
$2K ﹤0.01%
+12
942
$2K ﹤0.01%
+44
943
$2K ﹤0.01%
+40
944
$2K ﹤0.01%
+311
945
$2K ﹤0.01%
+48
946
$2K ﹤0.01%
+86
947
$2K ﹤0.01%
+143
948
$2K ﹤0.01%
+23
949
$2K ﹤0.01%
+40
950
$2K ﹤0.01%
+116
36 37
38
39 40