test

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
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 116608.83%
0.62%
$2.286M
39,681 shares@ $57.62 avg price
GOOGAlphabet Inc
Recent Activity
Increased 62642.86%
0.59%
$2.203M
13,176 shares@ $167.19 avg price
MARMarriott Intl Inc New
Recent Activity
Increased 9911.37%
0.59%
$2.19M
8,810 shares@ $248.6 avg price
MMM3m Co
Recent Activity
Increased 4254.45%
0.58%
$2.143M
15,676 shares@ $136.7 avg price
ULUnilever Plc
Recent Activity
Increased 19317.58%
0.56%
$2.081M
32,039 shares@ $64.96 avg price
CRMSalesforce Inc
Recent Activity
Increased 75330%
0.56%
$2.065M
7,543 shares@ $273.72 avg price
CLColgate Palmolive Co
Recent Activity
Increased 20379.17%
0.55%
$2.041M
19,660 shares@ $103.82 avg price
KOCoca Cola Co
Recent Activity
Increased 2939.17%
0.55%
$2.035M
28,325 shares@ $71.87 avg price
SYKStryker Corporation
Recent Activity
Increased 4069.63%
0.55%
$2.034M
5,629 shares@ $361.27 avg price
SBUXStarbucks Corp
Recent Activity
Increased 2108.24%
0.54%
$1.987M
20,382 shares@ $97.49 avg price