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 Buys

1
+$3.55M
2
+$3.53M
3
+$3.22M
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$2.88M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.81M

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
U icon
276
Unity
U
$8.82B
$4.42K ﹤0.01%
100
NAVI icon
277
Navient
NAVI
$830M
$4.37K ﹤0.01%
336
EBAY icon
278
eBay
EBAY
$40.8B
$4.36K ﹤0.01%
50
SCHX icon
279
Schwab US Large- Cap ETF
SCHX
$64.1B
$4.31K ﹤0.01%
160
HOOD icon
280
Robinhood
HOOD
$74B
$4.3K ﹤0.01%
+38
AIG icon
281
American International
AIG
$42B
$4.28K ﹤0.01%
50
HXL icon
282
Hexcel
HXL
$6.95B
$4.21K ﹤0.01%
57
Q
283
Qnity Electronics Inc
Q
$25.1B
$4.16K ﹤0.01%
+51
DD icon
284
DuPont de Nemours
DD
$19.7B
$4.14K ﹤0.01%
103
-143
VTEB icon
285
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$4.04K ﹤0.01%
80
+1
NUE icon
286
Nucor
NUE
$40.3B
$3.75K ﹤0.01%
23
HOLX icon
287
Hologic
HOLX
$16.9B
$3.73K ﹤0.01%
50
BP icon
288
BP
BP
$99.5B
$3.68K ﹤0.01%
106
NLR icon
289
VanEck Uranium + Nuclear Energy ETF
NLR
$4.86B
$3.56K ﹤0.01%
29
+1
C icon
290
Citigroup
C
$195B
$3.5K ﹤0.01%
30
ZM icon
291
Zoom
ZM
$23.1B
$3.45K ﹤0.01%
40
XRT icon
292
State Street SPDR S&P Retail ETF
XRT
$640M
$3.41K ﹤0.01%
40
MRP
293
Millrose Properties Inc
MRP
$5.15B
$3.35K ﹤0.01%
112
CARR icon
294
Carrier Global
CARR
$51.1B
$3.3K ﹤0.01%
62
-63
CCL icon
295
Carnival Corp
CCL
$38.7B
$3.05K ﹤0.01%
100
JBTM
296
JBT Marel
JBTM
$8.05B
$2.86K ﹤0.01%
19
OTIS icon
297
Otis Worldwide
OTIS
$35.4B
$2.73K ﹤0.01%
31
-32
DJT icon
298
Trump Media & Technology Group
DJT
$3.03B
$2.65K ﹤0.01%
200
FNDE icon
299
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.98B
$2.65K ﹤0.01%
73
+2
RF icon
300
Regions Financial
RF
$24B
$2.63K ﹤0.01%
97
10 11
12
13 14