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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
SHWSherwin Williams Co
Recent Activity
Increased 200%
1.31%
$4.871M
12,762 shares@ $381.68 avg price
NVSNovartis Ag
Recent Activity
Increased 38429.48%
1.13%
$4.21M
36,603 shares@ $115.02 avg price
IVVIshares Tr
Recent Activity
Increased 2045.55%
1.01%
$3.75M
6,501 shares@ $576.83 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 135197.15%
1%
$3.726M
47,354 shares@ $78.7 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 350.49%
0.99%
$3.677M
77,889 shares@ $47.22 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
New Position
0.98%
$3.648M
61,809 shares@ $59.02 avg price
ICSHIshares Tr
Recent Activity
New Position
0.98%
$3.635M
71,645 shares@ $50.74 avg price
TFLOIshares Tr
Recent Activity
New Position
0.97%
$3.621M
71,561 shares@ $50.61 avg price
UPWKUpwork Inc
Recent Activity
New Position
0.93%
$3.46M
331,135 shares@ $10.46 avg price
METAMeta Platforms Inc
Recent Activity
Increased 435.33%
0.81%
$3.018M
5,273 shares@ $572.44 avg price