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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
MDYSpdr S&p Midcap 400 Etf
Recent Activity
Exited
0%
$7.623M
22,766 shares@ $334.85 avg price
3795⤦Global X Superdividend Etf
Recent Activity
Exited
0%
$1.728M
90,442 shares@ $19.11 avg price
PCYInvesco Emerging Markets Sovereign Debt Etf
Recent Activity
Exited
0%
$1.41M
51,258 shares@ $27.51 avg price
BWXSpdr Bloomberg Barclays International Treasury Bond Etf
Recent Activity
Exited
0%
$1.408M
50,345 shares@ $27.97 avg price
AMGNAmgen Inc Com
Recent Activity
Exited
0%
$711,000
3,799 shares@ $187.16 avg price
CICigna Corp New Com
Recent Activity
Exited
0%
$555,000
2,861 shares@ $193.99 avg price
1510⤦Celgene Corp Com
Recent Activity
Exited
0%
$516,000
5,758 shares@ $89.62 avg price
SONYSony Corp Sponsored Adr
Recent Activity
Exited
0%
$491,000
10,640 shares@ $46.15 avg price
IGVT⤦X-trackers Barclays International Treasury Bond Hedged Etf
Recent Activity
Exited
0%
$445,000
9,005 shares@ $49.42 avg price
HCAHca Healthcare Inc Com
Recent Activity
Exited
0%
$357,000
2,559 shares@ $139.51 avg price