Financial Gravity Companies, Inc. - Portfolio overview

Financial Gravity Companies, Inc. has 630 reported holdings in this dataset, with the latest filing dated 2025-08-08.

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 TR, 6.13%
2. HYLB - DBX ETF TR, 5.45%
3. SHYG - ISHARES TR, 4.43%

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

Explore securities or join Upside Invest to compare portfolios.