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
KO icon
251
Coca-Cola
KO
$337B
$7.99K ﹤0.01%
105
UNH icon
252
UnitedHealth
UNH
$343B
$7.58K ﹤0.01%
28
-33
SNOW icon
253
Snowflake
SNOW
$90.5B
$7.54K ﹤0.01%
50
NVRI icon
254
Enviri
NVRI
$1.59B
$7.36K ﹤0.01%
375
NVO
255
Novo Nordisk
NVO
$190B
$7.35K ﹤0.01%
200
SLM icon
256
SLM Corp
SLM
$4.16B
$7.19K ﹤0.01%
336
GDX icon
257
VanEck Gold Miners ETF
GDX
$26.8B
$6.97K ﹤0.01%
+76
MRVL icon
258
Marvell Technology
MRVL
$254B
$6.93K ﹤0.01%
70
BABA icon
259
Alibaba
BABA
$314B
$6.8K ﹤0.01%
54
+2
PHO icon
260
Invesco Water Resources ETF
PHO
$1.99B
$6.69K ﹤0.01%
100
KEY icon
261
KeyCorp
KEY
$23B
$6.49K ﹤0.01%
324
ELF icon
262
e.l.f. Beauty
ELF
$3.09B
$6.06K ﹤0.01%
100
MRK icon
263
Merck
MRK
$286B
$5.98K ﹤0.01%
50
+1
Q
264
Qnity Electronics Inc
Q
$32.6B
$5.88K ﹤0.01%
51
IFF icon
265
International Flavors & Fragrances
IFF
$18.7B
$5.88K ﹤0.01%
81
RBLX icon
266
Roblox
RBLX
$32.2B
$5.66K ﹤0.01%
100
CHMG icon
267
Chemung Financial Corp
CHMG
$334M
$5.65K ﹤0.01%
105
SE icon
268
Sea Limited
SE
$57B
$5.38K ﹤0.01%
65
GBTC icon
269
Grayscale Bitcoin Trust
GBTC
$10.1B
$5.28K ﹤0.01%
100
BP icon
270
BP
BP
$112B
$4.98K ﹤0.01%
106
DECK icon
271
Deckers Outdoor
DECK
$15.4B
$4.8K ﹤0.01%
48
OEF icon
272
iShares S&P 100 ETF
OEF
$20.7B
$4.8K ﹤0.01%
15
DOCU
273
DocuSign
DOCU
$10.7B
$4.74K ﹤0.01%
100
DD icon
274
DuPont de Nemours
DD
$19.7B
$4.72K ﹤0.01%
103
INCY icon
275
Incyte
INCY
$18.4B
$4.71K ﹤0.01%
50