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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
LRCXLam Research Corp Com
Recent Activity
Exited
0%
$315,000
1,821 shares@ $172.99 avg price
BBYBest Buy Inc Com
Recent Activity
Exited
0%
$312,000
5,340 shares@ $58.43 avg price
QUREUniqure Nv Shs
Recent Activity
Exited
0%
$310,000
8,813 shares@ $35.18 avg price
CMAComerica Inc Com
Recent Activity
Exited
0%
$297,000
3,766 shares@ $78.87 avg price
FAFFirst Amern Finl Corp Com
Recent Activity
Exited
0%
$297,000
5,863 shares@ $50.66 avg price
FDNFirst Trust Dow Jones Internet Index Fund
Recent Activity
Exited
0%
$296,000
2,234 shares@ $132.5 avg price
ICLRIcon Plc Shs
Recent Activity
Exited
0%
$292,000
2,064 shares@ $141.48 avg price
FASTFastenal Co Com
Recent Activity
Exited
0%
$290,000
4,796 shares@ $60.47 avg price
CMICummins Inc Com
Recent Activity
Exited
0%
$290,000
1,980 shares@ $146.47 avg price
GRFSGrifols S A Sp Adr Rep B Nvt
Recent Activity
Exited
0%
$289,000
15,257 shares@ $18.95 avg price