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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
CNCCentene Corp Del Com
Recent Activity
Exited
0%
$276,000
2,093 shares@ $131.87 avg price
WSOWatsco Inc Com
Recent Activity
Exited
0%
$276,000
1,874 shares@ $147.28 avg price
AAPLApple Inc Com
Recent Activity
Exited
0%
$275,000
1,651 shares@ $166.57 avg price
SONSonoco Prods Co Com
Recent Activity
Exited
0%
$274,000
4,752 shares@ $57.66 avg price
GNRCGenerac Hldgs Inc Com
Recent Activity
Exited
0%
$273,000
5,156 shares@ $52.95 avg price
HRHealthcare Tr Amer Inc Cl A New
Recent Activity
Exited
0%
$266,000
9,428 shares@ $28.22 avg price
BGSFBg Staffing Inc Com
Recent Activity
Exited
0%
$261,000
9,930 shares@ $26.29 avg price
FLOTIshares Floating Rate Bond Etf
Recent Activity
Exited
0%
$260,000
5,120 shares@ $50.79 avg price
LMBSFirst Trust Low Duration Mortgage Opportunities Etf
Recent Activity
Exited
0%
$259,000
5,057 shares@ $51.22 avg price
TGTTarget Corp Com
Recent Activity
Exited
0%
$256,000
3,592 shares@ $71.27 avg price