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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
1526
$0 ﹤0.01%
+26
1527
$0 ﹤0.01%
+5
1528
$0 ﹤0.01%
+5
1529
$0 ﹤0.01%
+3
1530
– –
0
1531
$0 ﹤0.01%
+1
1532
$0 ﹤0.01%
+12
1533
$0 ﹤0.01%
+7
1534
$0 ﹤0.01%
+16
1535
$0 ﹤0.01%
+6
1536
$0 ﹤0.01%
+22
1537
$0 ﹤0.01%
+61
1538
$0 ﹤0.01%
+1
1539
$0 ﹤0.01%
+4
1540
$0 ﹤0.01%
+10
1541
$0 ﹤0.01%
+5
1542
$0 ﹤0.01%
+15
1543
$0 ﹤0.01%
+1
1544
$0 ﹤0.01%
+76
1545
$0 ﹤0.01%
+41
1546
$0 ﹤0.01%
+7
1547
$0 ﹤0.01%
+17
1548
$0 ﹤0.01%
+6
1549
$0 ﹤0.01%
+18
1550
– –
0
60 61
62
63 64