Financial Gravity Asset Management, Inc. - Portfolio overview

Financial Gravity Asset Management, Inc. has 812 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IAGG - ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF, 5.98%
2. HYLB - XTRACKERS USD HIGH YIELDCORPORATE BOND ETF, 5.29%
3. SHYG - ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF, 4.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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