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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
1451
$0 ﹤0.01%
+1
1452
$0 ﹤0.01%
+6
1453
$0 ﹤0.01%
+25
1454
$0 ﹤0.01%
+5
1455
$0 ﹤0.01%
+6
1456
$0 ﹤0.01%
+12
1457
$0 ﹤0.01%
+22
1458
$0 ﹤0.01%
+2
1459
$0 ﹤0.01%
+10
1460
$0 ﹤0.01%
+4
1461
$0 ﹤0.01%
+45
1462
– –
0
1463
$0 ﹤0.01%
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1464
$0 ﹤0.01%
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1465
$0 ﹤0.01%
+2
1466
$0 ﹤0.01%
+41
1467
$0 ﹤0.01%
+3
1468
$0 ﹤0.01%
+2
1469
$0 ﹤0.01%
+8
1470
$0 ﹤0.01%
+9
1471
$0 ﹤0.01%
+20
1472
$0 ﹤0.01%
+2
1473
$0 ﹤0.01%
+2
1474
$0 ﹤0.01%
+7
1475
– –
0
57 58
59
60 61