GK

Graney & King Portfolio holdings

AUM $149M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.92%
2 Financials 1.45%
3 Industrials 1.21%
4 Communication Services 1.13%
5 Healthcare 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CHMG icon
251
Chemung Financial Corp
CHMG
$245M
$5K ﹤0.01%
105
JBLU icon
252
JetBlue
JBLU
$1.7B
$4.82K ﹤0.01%
1,000
BSV icon
253
Vanguard Short-Term Bond ETF
BSV
$39B
$4.73K ﹤0.01%
60
-490
TT icon
254
Trane Technologies
TT
$93.1B
$4.73K ﹤0.01%
+14
DKNG icon
255
DraftKings
DKNG
$16.7B
$4.52K ﹤0.01%
136
FMC icon
256
FMC
FMC
$3.69B
$4.47K ﹤0.01%
106
AIG icon
257
American International
AIG
$43B
$4.35K ﹤0.01%
50
MRVL icon
258
Marvell Technology
MRVL
$74B
$4.31K ﹤0.01%
70
COIN icon
259
Coinbase
COIN
$88.3B
$4.31K ﹤0.01%
25
MRK icon
260
Merck
MRK
$216B
$4.3K ﹤0.01%
48
-113
NAVI icon
261
Navient
NAVI
$1.23B
$4.24K ﹤0.01%
336
AI icon
262
C3.ai
AI
$2.54B
$4.21K ﹤0.01%
200
IJS icon
263
iShares S&P Small-Cap 600 Value ETF
IJS
$6.68B
$4.11K ﹤0.01%
+42
DJT icon
264
Trump Media & Technology Group
DJT
$4.48B
$3.91K ﹤0.01%
200
VTEB icon
265
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$3.87K ﹤0.01%
78
BP icon
266
BP
BP
$85.2B
$3.58K ﹤0.01%
106
SCHX icon
267
Schwab US Large- Cap ETF
SCHX
$61.4B
$3.51K ﹤0.01%
159
+1
EBAY icon
268
eBay
EBAY
$43.7B
$3.39K ﹤0.01%
50
BHF icon
269
Brighthouse Financial
BHF
$2.66B
$3.13K ﹤0.01%
54
+1
GOOGL icon
270
Alphabet (Google) Class A
GOOGL
$3.1T
$3.1K ﹤0.01%
+20
HXL icon
271
Hexcel
HXL
$5.03B
$3.09K ﹤0.01%
56
HOLX icon
272
Hologic
HOLX
$16B
$3.09K ﹤0.01%
50
INCY icon
273
Incyte
INCY
$16.8B
$3.03K ﹤0.01%
50
MRP
274
Millrose Properties Inc
MRP
$5.45B
$2.97K ﹤0.01%
+112
ZM icon
275
Zoom
ZM
$24.5B
$2.95K ﹤0.01%
40