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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
2692⤦E Trade Financial Corp Com New
Recent Activity
Exited
0%
$353,000
7,453 shares@ $47.37 avg price
CVSCvs Health Corp Com
Recent Activity
Exited
0%
$346,000
5,300 shares@ $65.29 avg price
IBMInternational Business Machs Com
Recent Activity
Exited
0%
$343,000
2,557 shares@ $134.15 avg price
MPWMedical Pptys Trust Inc Com
Recent Activity
Exited
0%
$337,000
19,048 shares@ $17.7 avg price
PLOWDouglas Dynamics Inc Com
Recent Activity
Exited
0%
$332,000
9,437 shares@ $35.19 avg price
SIXSix Flags Entmt Corp New Com
Recent Activity
Exited
0%
$321,000
5,129 shares@ $62.59 avg price
DLRDigital Rlty Tr Inc Com
Recent Activity
Exited
0%
$320,000
2,944 shares@ $108.7 avg price
BIIBBiogen Inc Com
Recent Activity
Exited
0%
$319,000
963 shares@ $331.26 avg price
CAECae Inc Com
Recent Activity
Exited
0%
$318,000
14,857 shares@ $21.41 avg price
OHIOmega Healthcare Invs Inc Com
Recent Activity
Exited
0%
$316,000
8,209 shares@ $38.5 avg price