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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
VWOBVanguard Whitehall Fds
Recent Activity
New Position
2.97%
$11.088M
167,062 shares@ $66.38 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 37344.39%
2.96%
$11.056M
133,302 shares@ $82.95 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
SPYVSpdr Ser Tr
Recent Activity
Increased 26785.47%
1.99%
$7.433M
140,611 shares@ $52.86 avg price
ICVTIshares Tr
Recent Activity
Increased 20209.35%
1.66%
$6.185M
73,926 shares@ $83.67 avg price
IEURIshares Tr
Recent Activity
Increased 20786.35%
1.48%
$5.498M
90,229 shares@ $60.93 avg price
TSLATesla Inc
Recent Activity
Increased 19959.81%
1.44%
$5.353M
20,461 shares@ $261.63 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 388.63%
1.35%
$5.029M
11,688 shares@ $430.31 avg price