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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
1026
$2K ﹤0.01%
+262
1027
$2K ﹤0.01%
+86
1028
$2K ﹤0.01%
+32
1029
$2K ﹤0.01%
+54
1030
$2K ﹤0.01%
+28
1031
$2K ﹤0.01%
+296
1032
$2K ﹤0.01%
+206
1033
$2K ﹤0.01%
+82
1034
$2K ﹤0.01%
+36
1035
$2K ﹤0.01%
+33
1036
$2K ﹤0.01%
+56
1037
$2K ﹤0.01%
+24
1038
$2K ﹤0.01%
+17
1039
$2K ﹤0.01%
+178
1040
$2K ﹤0.01%
+70
1041
$1K ﹤0.01%
+21
1042
$1K ﹤0.01%
+17
1043
$1K ﹤0.01%
+37
1044
$1K ﹤0.01%
+59
1045
$1K ﹤0.01%
+49
1046
$1K ﹤0.01%
+32
1047
$1K ﹤0.01%
+7
1048
$1K ﹤0.01%
+85
1049
$1K ﹤0.01%
+13
1050
$1K ﹤0.01%
+35
40 41
42
43 44