Financial Gravity Asset Management, Inc. has disclosed 942 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $384.00 Mil. The turnover rate is 2%.
In Financial Gravity Asset Management, Inc.'s current portfolio as of 2024-06-30, the top 5 holdings are
iShares International Aggregate Bond Fund (IAGG), Xtrackers USD High Yield Corporate Bond ETF (HYLB), iShares 0-5 Year High Yield Corporate Bond ETF (SHYG), WisdomTree U.S. LargeCap Fund (EPS), iShares 0-5 Year TIPS Bond ETF (STIP), not including call and put options.
Financial Gravity Asset Management, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Financial Gravity Asset Management, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Financial Gravity Asset Management, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Financial Gravity Asset Management, Inc..