GK

Graney & King Portfolio holdings

AUM $171M
1-Year Est. Return 12.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Sells

1 +$1.19M
2 +$547K
3 +$231K
4
AAPL icon
Apple
AAPL
+$96.1K
5
TTD icon
Trade Desk
TTD
+$88.7K

Sector Composition

1 Technology 2.89%
2 Industrials 1.32%
3 Financials 1.3%
4 Communication Services 1.03%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BABA icon
251
Alibaba
BABA
$318B
$7.65K ﹤0.01%
52
ELF icon
252
e.l.f. Beauty
ELF
$4.74B
$7.6K ﹤0.01%
+100
KO icon
253
Coca-Cola
KO
$336B
$7.34K ﹤0.01%
105
PHO icon
254
Invesco Water Resources ETF
PHO
$2.13B
$7.04K ﹤0.01%
100
DOCU
255
DocuSign
DOCU
$9.26B
$6.84K ﹤0.01%
100
GBTC icon
256
Grayscale Bitcoin Trust
GBTC
$29.1B
$6.84K ﹤0.01%
100
NVRI icon
257
Enviri
NVRI
$1.47B
$6.72K ﹤0.01%
375
KEY icon
258
KeyCorp
KEY
$22.6B
$6.68K ﹤0.01%
324
MCD icon
259
McDonald's
MCD
$236B
$6.57K ﹤0.01%
22
+1
IEMG icon
260
iShares Core MSCI Emerging Markets ETF
IEMG
$141B
$6.44K ﹤0.01%
96
+2
UBER icon
261
Uber
UBER
$158B
$6.13K ﹤0.01%
75
WDFC icon
262
WD-40
WDFC
$3.3B
$6.01K ﹤0.01%
31
+1
MRVL icon
263
Marvell Technology
MRVL
$68.2B
$5.95K ﹤0.01%
70
CHMG icon
264
Chemung Financial Corp
CHMG
$273M
$5.86K ﹤0.01%
105
COIN icon
265
Coinbase
COIN
$55.2B
$5.65K ﹤0.01%
25
TT icon
266
Trane Technologies
TT
$98.5B
$5.5K ﹤0.01%
14
IFF icon
267
International Flavors & Fragrances
IFF
$20B
$5.46K ﹤0.01%
81
MRK icon
268
Merck
MRK
$297B
$5.19K ﹤0.01%
49
OEF icon
269
iShares S&P 100 ETF
OEF
$28.6B
$5.16K ﹤0.01%
+15
DOW icon
270
Dow Inc
DOW
$23.2B
$5.07K ﹤0.01%
217
DECK icon
271
Deckers Outdoor
DECK
$15.4B
$4.98K ﹤0.01%
48
INCY icon
272
Incyte
INCY
$19.7B
$4.94K ﹤0.01%
50
IJS icon
273
iShares S&P Small-Cap 600 Value ETF
IJS
$7.6B
$4.86K ﹤0.01%
43
DKNG icon
274
DraftKings
DKNG
$12.5B
$4.69K ﹤0.01%
136
JBLU icon
275
JetBlue
JBLU
$1.87B
$4.55K ﹤0.01%
1,000