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Latest Sofos Investments, Inc. Stock Portfolio

About Sofos Investments, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Financial Gravity Asset Management, Inc. reported an equity portfolio of $505.9 Millions as of 30 Sep, 2025.

The top stock holdings of Financial Gravity Asset Management, Inc. are AGT, ACSG, ACWF. The fund has invested 5.7% of it's portfolio in ISHARES TR and 5.1% of portfolio in DBX ETF TR.

The fund managers got completely rid off VANECK ETF TRUST (AFK), TRIPLE FLAG PRECIOUS METAL and PERPETUA RESOURCES CORP (PPTA) stocks. Financial Gravity Asset Management, Inc. opened new stock positions in ISHARES TR (AGT), DBX ETF TR (ACSG) and ISHARES TR (ACWF).

Sofos Investments, Inc. Annual Return Estimates Vs S&P 500

New Buys

Ticker$ Bought
ishares tr28,974,100
dbx etf tr25,626,800
ishares tr21,234,800
wisdomtree tr18,200,300
dbx etf tr17,186,400
ishares tr17,140,400
spdr series trust17,080,800
spdr series trust16,995,600
New stocks bought by Sofos Investments, Inc.

Additions

No additions were made to existing positions by Sofos Investments, Inc.

Reductions

None of the existing positions were reduced by Sofos Investments, Inc.

Sold off

None of the stocks were completely sold off by Sofos Investments, Inc.

Sector Distribution

Sector%
Others73.2
Consumer Cyclical5.5
Technology5
Utilities3.6
Communication Services3.2
Industrials2.9
Consumer Defensive2.2
Healthcare1.5
Basic Materials1.3

Market Cap. Distribution

Category%
UNALLOCATED73.2
MEGA-CAP12.5
LARGE-CAP8.2
SMALL-CAP5.4

Stocks belong to which Index?

Index%
Others74.7
S&P 50020.3
RUSSELL 20005
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Sofos Investments, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sofos Investments, Inc.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions