StockDriftsStockDriftsTop 50 Financial Gravity Asset Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 5.6% | 629.1K | $31.5M | +2.68%(+16.40K) | $49.51(+1.26%) | 2026-03-31 | |
| HYLB | XTRACKERS USD HIGH YIELDCORPORATE BOND ETF | 4.96% | 770.4K | $27.9M | +3.37%(+25.10K) | $34.94(+4.14%) | 2026-03-31 | |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 4.08% | 541.8K | $22.9M | +2.87%(+15.10K) | $41.77(+1.13%) | 2026-03-31 | |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 3.56% | 413.9K | $20.0M | +6.82%(+26.45K) | $39.68(+43.53%) | 2026-03-31 | |
| EPS | WISDOMTREE U.S. LARGECAPFUND | 3.47% | 286.5K | $19.5M | +3.80%(+10.48K) | $48.62(+59.85%) | 2026-03-31 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 3.43% | 186.2K | $19.3M | +3.22%(+5.80K) | $98.43(+2.84%) | 2026-03-31 | |
| HYDW | XTRACKERS LOW BETA HIGH YIELD BOND ETF | 3.39% | 409.1K | $19.1M | +5.64%(+21.83K) | $45.42(+2.84%) | 2026-03-31 | |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 3.39% | 567.4K | $19.0M | +5.46%(+29.38K) | $32.32(+3.22%) | 2026-03-31 | |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 3.15% | 299.3K | $17.7M | +4.23%(+12.16K) | $46.78(+42.47%) | 2026-03-31 | |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | 2.84% | 163.1K | $16.0M | +5.25%(+8.13K) | $63.40(+84.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.32% | +4.00% |
| Top 20 Holdings Unweighted | +2.13% | +6.53% |
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