Financial Gravity Asset Management, Inc.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$711.42M
13F filings
2
Latest filing
Jun 26, 2024

Top 10 holdings

IAGG $20.88M
5.87% of AUM
IAGG $20.85M
5.87% of AUM
HYLB $18.84M
5.30% of AUM
HYLB $18.84M
5.29% of AUM
SHYG $15.71M
4.41% of AUM
SHYG $15.71M
4.42% of AUM
SPIB $12.93M
3.63% of AUM
SPIB $12.93M
3.64% of AUM
SPSM $12.90M
3.63% of AUM
SPSM $12.90M
3.62% of AUM

About this filer

FilingIQ has indexed 2 quarterly Form 13F filings from Financial Gravity Asset Management, Inc.. Reported assets under management total $711.42M.

View live Financial Gravity Asset Management, Inc. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Financial Gravity Asset Management, Inc. have under management?
Per Financial Gravity Asset Management, Inc.'s most recent SEC Form 13F filing dated Jun 26, 2024, total assets under management are $711.42M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Financial Gravity Asset Management, Inc. submitted?
FilingIQ has indexed 2 quarterly Form 13F filings from Financial Gravity Asset Management, Inc.. Filings are due 45 days after quarter-end.
Where does Financial Gravity Asset Management, Inc.'s holdings data come from?
Every position shown on this page sources back to Financial Gravity Asset Management, Inc.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.