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Home > Institutional Investor > Financial Gravity Companies, Inc. > Profile

Instuitional Investor - Financial Gravity Companies, Inc.

Fund Profile
Filing Period:
Fund Name: Financial Gravity Companies, Inc.
Portfolio Value $109,973,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P Midcap 400 Etf Trust
 MDY 22,766 $7,623,000 6.93%
2.
Vanguard Bond Index Funds
 BND 60,648 $4,832,000 4.39%
3.
Vanguard Real Estate Etf
 57,543 $4,769,000 4.33%
4.
Spdr Bloomberg Barclays 1-3 Month T-Bill Etf
 27,527 $2,517,000 2.28%
5.
Ishares Trust
 IEF 20,527 $2,483,000 2.25%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)