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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
1051
$1K ﹤0.01%
+24
1052
$1K ﹤0.01%
+9
1053
$1K ﹤0.01%
+50
1054
$1K ﹤0.01%
+13
1055
$1K ﹤0.01%
+55
1056
$1K ﹤0.01%
+26
1057
$1K ﹤0.01%
+9
1058
$1K ﹤0.01%
+30
1059
$1K ﹤0.01%
+13
1060
$1K ﹤0.01%
+34
1061
$1K ﹤0.01%
+23
1062
$1K ﹤0.01%
+146
1063
$1K ﹤0.01%
+55
1064
$1K ﹤0.01%
+151
1065
$1K ﹤0.01%
+12
1066
$1K ﹤0.01%
+10
1067
$1K ﹤0.01%
+4
1068
$1K ﹤0.01%
+49
1069
$1K ﹤0.01%
+18
1070
$1K ﹤0.01%
+12
1071
$1K ﹤0.01%
+145
1072
$1K ﹤0.01%
+62
1073
$1K ﹤0.01%
+24
1074
$1K ﹤0.01%
+34
1075
$1K ﹤0.01%
+9
41 42
43
44 45