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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
1101
$1K ﹤0.01%
+56
1102
$1K ﹤0.01%
+78
1103
$1K ﹤0.01%
+35
1104
$1K ﹤0.01%
+27
1105
$1K ﹤0.01%
+11
1106
$1K ﹤0.01%
+71
1107
$1K ﹤0.01%
+25
1108
$1K ﹤0.01%
+93
1109
$1K ﹤0.01%
+135
1110
$1K ﹤0.01%
+5
1111
$1K ﹤0.01%
+12
1112
$1K ﹤0.01%
+98
1113
$1K ﹤0.01%
+63
1114
$1K ﹤0.01%
+33
1115
$1K ﹤0.01%
+51
1116
$1K ﹤0.01%
+13
1117
$1K ﹤0.01%
+28
1118
$1K ﹤0.01%
+4
1119
$1K ﹤0.01%
+11
1120
$1K ﹤0.01%
+10
1121
$1K ﹤0.01%
+12
1122
$1K ﹤0.01%
+21
1123
$1K ﹤0.01%
+10
1124
$1K ﹤0.01%
+14
1125
$1K ﹤0.01%
+245
43 44
45
46 47