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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
1426
$0 ﹤0.01%
+10
1427
$0 ﹤0.01%
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1428
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1429
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1430
$0 ﹤0.01%
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1431
– –
0
1432
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1433
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+26
1434
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0
1435
– –
0
1436
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1437
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1438
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1439
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1440
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0
1442
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1444
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1445
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1446
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1447
$0 ﹤0.01%
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1448
$0 ﹤0.01%
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1449
$0 ﹤0.01%
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1450
$0 ﹤0.01%
+1
56 57
58
59 60