GK

Graney & King Portfolio holdings

AUM $186M
1-Year Est. Return 15.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Sells

1 +$3.64M
2 +$532K
3 +$367K
4
MSFT icon
Microsoft
MSFT
+$90K
5
KHC icon
Kraft Heinz
KHC
+$62.1K

Sector Composition

1 Technology 2.49%
2 Industrials 1.29%
3 Financials 1.1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CAVA icon
226
CAVA Group
CAVA
$8.44B
$12.5K 0.01%
154
FV icon
227
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
$12.2K 0.01%
201
GILD icon
228
Gilead Sciences
GILD
$158B
$12.1K 0.01%
87
IGM icon
229
iShares Expanded Tech Sector ETF
IGM
$11.4B
$11.8K 0.01%
100
VAW icon
230
Vanguard Materials ETF
VAW
$3.11B
$11.7K 0.01%
+52
APLD icon
231
Applied Digital
APLD
$13.7B
$11.7K 0.01%
492
AVGO icon
232
Broadcom
AVGO
$2.28T
$11.5K 0.01%
37
CCI icon
233
Crown Castle
CCI
$39.2B
$11.4K 0.01%
140
BR icon
234
Broadridge
BR
$17.9B
$11.4K 0.01%
70
KNF icon
235
Knife River
KNF
$4.45B
$11.2K 0.01%
+137
ENB icon
236
Enbridge
ENB
$123B
$11.2K 0.01%
206
PODD icon
237
Insulet
PODD
$9.87B
$10.5K 0.01%
50
PLUG icon
238
Plug Power
PLUG
$5.71B
$10.3K 0.01%
4,555
SPHY icon
239
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11B
$10K 0.01%
429
-104
MEDP icon
240
Medpace
MEDP
$12.7B
$9.6K 0.01%
20
RBA icon
241
RB Global
RBA
$19.5B
$9.59K 0.01%
100
ITOT icon
242
iShares Core S&P Total US Stock Market ETF
ITOT
$93.9B
$9.54K 0.01%
67
VGSH icon
243
Vanguard Short-Term Treasury ETF
VGSH
$29B
$9.07K ﹤0.01%
155
PLTR icon
244
Palantir
PLTR
$365B
$9.07K ﹤0.01%
62
DOW icon
245
Dow Inc
DOW
$25B
$9.04K ﹤0.01%
217
PFG icon
246
Principal Financial Group
PFG
$22.3B
$9.01K ﹤0.01%
100
GLD icon
247
SPDR Gold Trust
GLD
$149B
$8.61K ﹤0.01%
20
SPBO icon
248
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.96B
$8.56K ﹤0.01%
295
-72
IWM icon
249
iShares Russell 2000 ETF
IWM
$79.7B
$8.5K ﹤0.01%
34
TTD icon
250
Trade Desk
TTD
$9.92B
$8.17K ﹤0.01%
360