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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
1226
$1K ﹤0.01%
+37
1227
$1K ﹤0.01%
+63
1228
$1K ﹤0.01%
+434
1229
$1K ﹤0.01%
+56
1230
$1K ﹤0.01%
+43
1231
$1K ﹤0.01%
+33
1232
$1K ﹤0.01%
+17
1233
$1K ﹤0.01%
+38
1234
$1K ﹤0.01%
+15
1235
$1K ﹤0.01%
+101
1236
$1K ﹤0.01%
+22
1237
$1K ﹤0.01%
+42
1238
$1K ﹤0.01%
+47
1239
$1K ﹤0.01%
+41
1240
$1K ﹤0.01%
+20
1241
$1K ﹤0.01%
+22
1242
$1K ﹤0.01%
+20
1243
$1K ﹤0.01%
+19
1244
$1K ﹤0.01%
+9
1245
$1K ﹤0.01%
+226
1246
$1K ﹤0.01%
+11
1247
$1K ﹤0.01%
+37
1248
$1K ﹤0.01%
+71
1249
$1K ﹤0.01%
+3
1250
$1K ﹤0.01%
+11
48 49
50
51 52