GK

Graney & King Portfolio holdings

AUM $144M
1-Year Est. Return 11.08%
This Quarter Est. Return
1 Year Est. Return
+11.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.99%
2 Financials 1.38%
3 Industrials 1.28%
4 Communication Services 1.25%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VGSH icon
226
Vanguard Short-Term Treasury ETF
VGSH
$22.7B
$9.11K 0.01%
155
CARR icon
227
Carrier Global
CARR
$46.5B
$9.1K 0.01%
124
ITOT icon
228
iShares Core S&P Total US Stock Market ETF
ITOT
$78.2B
$8.96K 0.01%
66
EFA icon
229
iShares MSCI EAFE ETF
EFA
$68.9B
$8.85K 0.01%
99
COIN icon
230
Coinbase
COIN
$76.3B
$8.76K 0.01%
25
GBTC icon
231
Grayscale Bitcoin Trust
GBTC
$39.2B
$8.48K 0.01%
100
PLTR icon
232
Palantir
PLTR
$410B
$8.45K 0.01%
62
VOE icon
233
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$8.28K 0.01%
50
PFG icon
234
Principal Financial Group
PFG
$18.6B
$7.94K 0.01%
+100
DOCU icon
235
DocuSign
DOCU
$13.5B
$7.79K 0.01%
100
XLE icon
236
Energy Select Sector SPDR Fund
XLE
$27.2B
$7.58K 0.01%
89
KO icon
237
Coca-Cola
KO
$306B
$7.43K 0.01%
105
DD icon
238
DuPont de Nemours
DD
$17B
$7.07K ﹤0.01%
103
UBER icon
239
Uber
UBER
$191B
$7K ﹤0.01%
75
PHO icon
240
Invesco Water Resources ETF
PHO
$2.24B
$6.99K ﹤0.01%
100
AGNC icon
241
AGNC Investment
AGNC
$10.9B
$6.97K ﹤0.01%
+758
WDFC icon
242
WD-40
WDFC
$2.68B
$6.9K ﹤0.01%
30
PLUG icon
243
Plug Power
PLUG
$3.46B
$6.8K ﹤0.01%
4,562
IWM icon
244
iShares Russell 2000 ETF
IWM
$68B
$6.49K ﹤0.01%
+30
MCD icon
245
McDonald's
MCD
$219B
$6.21K ﹤0.01%
21
OTIS icon
246
Otis Worldwide
OTIS
$35.3B
$6.17K ﹤0.01%
62
TT icon
247
Trane Technologies
TT
$92B
$6.15K ﹤0.01%
14
GLD icon
248
SPDR Gold Trust
GLD
$133B
$6.1K ﹤0.01%
20
LQD icon
249
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
$6.03K ﹤0.01%
55
IFF icon
250
International Flavors & Fragrances
IFF
$17.3B
$5.96K ﹤0.01%
81