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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
1376
$0 ﹤0.01%
+39
1377
$0 ﹤0.01%
+11
1378
$0 ﹤0.01%
+1
1379
$0 ﹤0.01%
+24
1380
$0 ﹤0.01%
+5
1381
$0 ﹤0.01%
+3
1382
$0 ﹤0.01%
+15
1383
$0 ﹤0.01%
+7
1384
– –
0
1385
$0 ﹤0.01%
+3
1386
$0 ﹤0.01%
+11
1387
$0 ﹤0.01%
+84
1388
$0 ﹤0.01%
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1389
$0 ﹤0.01%
+17
1390
$0 ﹤0.01%
+17
1391
– –
0
1392
$0 ﹤0.01%
+9
1393
$0 ﹤0.01%
+26
1394
$0 ﹤0.01%
+5
1395
$0 ﹤0.01%
+47
1396
$0 ﹤0.01%
+3
1397
$0 ﹤0.01%
+3
1398
$0 ﹤0.01%
+38
1399
$0 ﹤0.01%
+4
1400
$0 ﹤0.01%
+9
54 55
56
57 58