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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
1151
$1K ﹤0.01%
+20
1152
$1K ﹤0.01%
+29
1153
$1K ﹤0.01%
+12
1154
$1K ﹤0.01%
+11
1155
$1K ﹤0.01%
+13
1156
$1K ﹤0.01%
+13
1157
$1K ﹤0.01%
+3
1158
$1K ﹤0.01%
+10
1159
$1K ﹤0.01%
+76
1160
$1K ﹤0.01%
+150
1161
$1K ﹤0.01%
+50
1162
$1K ﹤0.01%
+34
1163
$1K ﹤0.01%
+7
1164
$1K ﹤0.01%
+8
1165
$1K ﹤0.01%
+32
1166
$1K ﹤0.01%
+17
1167
$1K ﹤0.01%
+39
1168
$1K ﹤0.01%
+8
1169
$1K ﹤0.01%
+11
1170
$1K ﹤0.01%
+21
1171
$1K ﹤0.01%
+22
1172
$1K ﹤0.01%
+21
1173
$1K ﹤0.01%
+9
1174
$1K ﹤0.01%
+43
1175
$1K ﹤0.01%
+26
45 46
47
48 49