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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
1001
$2K ﹤0.01%
+143
1002
$2K ﹤0.01%
+63
1003
$2K ﹤0.01%
+238
1004
$2K ﹤0.01%
+109
1005
$2K ﹤0.01%
+67
1006
$2K ﹤0.01%
+44
1007
$2K ﹤0.01%
+129
1008
$2K ﹤0.01%
+34
1009
$2K ﹤0.01%
+21
1010
$2K ﹤0.01%
+77
1011
$2K ﹤0.01%
+70
1012
$2K ﹤0.01%
+40
1013
$2K ﹤0.01%
+217
1014
$2K ﹤0.01%
+60
1015
$2K ﹤0.01%
+39
1016
$2K ﹤0.01%
+129
1017
$2K ﹤0.01%
+32
1018
$2K ﹤0.01%
+19
1019
$2K ﹤0.01%
+30
1020
$2K ﹤0.01%
+73
1021
$2K ﹤0.01%
+41
1022
$2K ﹤0.01%
+60
1023
$2K ﹤0.01%
+34
1024
$2K ﹤0.01%
+773
1025
$2K ﹤0.01%
+52
39 40
41
42 43