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
$144M
AUM Growth
-$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.44%
2 Industrials 1.5%
3 Financials 1.46%
4 Communication Services 1.32%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRK icon
276
Merck
MRK
$254B
$4.1K ﹤0.01%
49
+1
U icon
277
Unity
U
$19.1B
$4K ﹤0.01%
100
VTEB icon
278
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$3.98K ﹤0.01%
79
AIG icon
279
American International
AIG
$41.6B
$3.93K ﹤0.01%
50
NLR icon
280
VanEck Uranium + Nuclear Energy ETF
NLR
$3.69B
$3.8K ﹤0.01%
28
-20
MRP
281
Millrose Properties Inc
MRP
$5.31B
$3.76K ﹤0.01%
112
BP icon
282
BP
BP
$95.1B
$3.65K ﹤0.01%
106
FMC icon
283
FMC
FMC
$1.7B
$3.56K ﹤0.01%
106
HXL icon
284
Hexcel
HXL
$6B
$3.56K ﹤0.01%
57
AI icon
285
C3.ai
AI
$2.07B
$3.47K ﹤0.01%
200
XRT icon
286
State Street SPDR S&P Retail ETF
XRT
$487M
$3.45K ﹤0.01%
40
HOLX icon
287
Hologic
HOLX
$16.7B
$3.38K ﹤0.01%
50
ZM icon
288
Zoom
ZM
$25.4B
$3.3K ﹤0.01%
40
DJT icon
289
Trump Media & Technology Group
DJT
$3.22B
$3.28K ﹤0.01%
200
NUE icon
290
Nucor
NUE
$37.7B
$3.12K ﹤0.01%
23
C icon
291
Citigroup
C
$191B
$3.04K ﹤0.01%
30
CSGP icon
292
CoStar Group
CSGP
$29.3B
$2.95K ﹤0.01%
35
CCL icon
293
Carnival Corp
CCL
$34.2B
$2.89K ﹤0.01%
100
JBTM
294
JBT Marel
JBTM
$7.43B
$2.67K ﹤0.01%
19
HPQ icon
295
HP
HPQ
$23.5B
$2.59K ﹤0.01%
95
+1
FNDE icon
296
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.13B
$2.56K ﹤0.01%
71
RF icon
297
Regions Financial
RF
$23B
$2.56K ﹤0.01%
97
SPIP icon
298
State Street SPDR Portfolio TIPS ETF
SPIP
$984M
$2.38K ﹤0.01%
90
+1
SCHP icon
299
Schwab US TIPS ETF
SCHP
$14.7B
$2.35K ﹤0.01%
87
+1
CVS icon
300
CVS Health
CVS
$95.2B
$2.22K ﹤0.01%
29