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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
976
$2K ﹤0.01%
+21
977
$2K ﹤0.01%
+44
978
$2K ﹤0.01%
+35
979
$2K ﹤0.01%
+101
980
$2K ﹤0.01%
+44
981
$2K ﹤0.01%
+47
982
$2K ﹤0.01%
+34
983
$2K ﹤0.01%
+50
984
$2K ﹤0.01%
+29
985
$2K ﹤0.01%
+60
986
$2K ﹤0.01%
+105
987
$2K ﹤0.01%
+77
988
$2K ﹤0.01%
+83
989
$2K ﹤0.01%
+159
990
$2K ﹤0.01%
+31
991
$2K ﹤0.01%
+41
992
$2K ﹤0.01%
+33
993
$2K ﹤0.01%
+86
994
$2K ﹤0.01%
+10
995
$2K ﹤0.01%
+304
996
$2K ﹤0.01%
+132
997
$2K ﹤0.01%
+33
998
$2K ﹤0.01%
+33
999
$2K ﹤0.01%
+21
1000
$2K ﹤0.01%
+70
38 39
40
41 42