Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL GRAVITY ASSET MANAGEMENT INC | 11-15-2023 | 09-30-2023 | 57510 | 9,074,989,201 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SYMMETRY PANORAMIC US EQY CL I S MF | Domestic Equities | 2451 | $6,909 | 558 | 0.00 | 0.22 | 545 | 4192.31 | 09-30-2023 |
| MCCORMICK & CO INC | Domestic Equities | 2452 | $6,899 | 108 | 0.00 | 0.01 | 25 | 30.12 | 09-30-2023 |
| SELECT SECTOR SPDR TR | Domestic Equities | 2453 | $6,652 | 88 | 0.00 | 0.70 | 7 | 8.64 | 09-30-2023 |
| ISHARES TR | Domestic Equities | 2454 | $6,566 | 15 | 0.00 | 0.90 | -430 | -96.63 | 09-30-2023 |
