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Samantha Winters

@Financial Gravity Companies, Inc.

Latest period2024 - Q3ReportedManaged Assets$373.646MTotal holdings702
Assets growth rate239.84%Assets growth rate (2-Q avg)126.19%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Gravity Companies, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 702 positions.

Assets under management

The assets under management (AUM) of Financial Gravity Companies, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 373.646M in assets, with a quarterly growth rate of 239.84% and a 2-quarter average growth rate of 126.19%. The portfolio is managed by Samantha Winters, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HYLBDbx Etf Tr
Recent Activity
New Position
5.55%
$20.706M
560,836 shares@ $36.93 avg price
HYDWDbx Etf Tr
Recent Activity
New Position
3.8%
$14.163M
299,171 shares@ $47.35 avg price
EPSWisdomtree Tr
Recent Activity
New Position
3.74%
$13.945M
232,270 shares@ $60.04 avg price
SPIBSpdr Ser Tr
Recent Activity
New Position
3.73%
$13.904M
412,470 shares@ $33.72 avg price
SPSMSpdr Ser Tr
Recent Activity
New Position
3.62%
$13.491M
296,446 shares@ $45.51 avg price
SPMDSpdr Ser Tr
Recent Activity
New Position
3.32%
$12.399M
226,751 shares@ $54.69 avg price
VWOBVanguard Whitehall Fds
Recent Activity
New Position
2.97%
$11.088M
167,062 shares@ $66.38 avg price
SPYDSpdr Ser Tr
Recent Activity
New Position
2.76%
$10.285M
225,305 shares@ $45.66 avg price
SPEMSpdr Index Shs Fds
Recent Activity
New Position
2.64%
$9.835M
238,249 shares@ $41.28 avg price
SPBOSpdr Ser Tr
Recent Activity
New Position
2.55%
$9.495M
316,191 shares@ $30.04 avg price