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