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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
VDADXVanguard Dividend Appreciation Index Adm
Recent Activity
New Position
0.09%
$300,764
5,594 shares@ $53.77 avg price
6177⤦Morgan Stanley Fin 0 27 Due 05 04 27
Recent Activity
New Position
0.09%
$298,965
300,000 shares@ $1.0 avg price
0559⤦Bnp Paribas Sa 0 28f Due 02 07 28
Recent Activity
New Position
0.08%
$284,404
234,000 shares@ $1.22 avg price
TMFGRbb Fd Inc
Recent Activity
New Position
0.08%
$271,036
8,546 shares@ $31.72 avg price
COWZPacer Fds Tr
Recent Activity
New Position
0.07%
$255,840
4,424 shares@ $57.84 avg price
HYXFIshares Tr
Recent Activity
New Position
0.07%
$245,720
5,190 shares@ $47.35 avg price
0560⤦Bnp Paribas Sa 0 27f Due 09 07 27
Recent Activity
New Position
0.07%
$225,620
200,000 shares@ $1.13 avg price
6177⤦Morgan Stanley Fin 0 28 Due 01 03 28
Recent Activity
New Position
0.07%
$224,570
200,000 shares@ $1.13 avg price
IWBIshares Tr
Recent Activity
New Position
0.06%
$214,021
681 shares@ $314.28 avg price
0559⤦Bnp Paribas Sa 0 25f Due 04 07 25
Recent Activity
New Position
0.06%
$209,160
200,000 shares@ $1.05 avg price