Samantha Winters - Operations and Compliance Liaison
Location
Lakeway, TX
Holdings as of
30 Sep 2022
Value $
$770,073
Num holdings
907
Filing time
03 Nov 2022, 15:11:10 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included Total Cash and Sweep, PIMCO INC CL INST MF, BLACKROCK HG YLD CL INSTI MF, EATON VANCE FLT RATE CL CL INS MF, and PARAMETRIC COMMO STRAT CL INSTI MF.
Financial Gravity Asset Management, Inc. Q3 2022 Portfolio
Our algorithm has found invalid data in this filing
Sym
Weight
Trade Impact
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Value Change $
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* Price $
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Filing 2022 Q3 compared to 2022 Q2 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Samantha Winters
Operations and Compliance Liaison
Lakeway, Texas
02 Nov 2022
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