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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
SWVXXSchwab Value Advantage Money Investor Shares
Recent Activity
New Position
0.26%
$946,585
946,585 shares@ $1.0 avg price
0560⤦Bnp Paribas Sa 0 27f Due 08 04 27
Recent Activity
New Position
0.24%
$874,820
775,000 shares@ $1.13 avg price
ESGUIshares Tr
Recent Activity
New Position
0.22%
$810,454
6,423 shares@ $126.18 avg price
2255⤦Credit Suisse Ag L0 25f Due 08 01 25
Recent Activity
New Position
0.21%
$780,975
750,000 shares@ $1.05 avg price
0559⤦Bnp Paribas Sa 0 27f Due 10 06 27
Recent Activity
New Position
0.15%
$538,560
450,000 shares@ $1.2 avg price
0559⤦Bnp Paribas Sa 0 24f Due 10 07 24
Recent Activity
New Position
0.15%
$523,305
450,000 shares@ $1.17 avg price
IQLTIshares Tr
Recent Activity
New Position
0.13%
$467,468
11,267 shares@ $41.5 avg price
GLDSpdr Gold Tr
Recent Activity
New Position
0.11%
$396,917
1,633 shares@ $243.07 avg price
DIVZListed Fd Tr
Recent Activity
New Position
0.1%
$351,826
10,674 shares@ $32.97 avg price
0674⤦Barclays Bank Plc 0 25f Due 08 05 25
Recent Activity
New Position
0.1%
$343,577
339,000 shares@ $1.02 avg price