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
HXL icon
276
Hexcel
HXL
$6.64B
$4.62K ﹤0.01%
57
EBAY icon
277
eBay
EBAY
$48.3B
$4.55K ﹤0.01%
50
JBLU icon
278
JetBlue
JBLU
$1.83B
$4.42K ﹤0.01%
1,000
COIN icon
279
Coinbase
COIN
$45.8B
$4.37K ﹤0.01%
25
SCHX icon
280
Schwab US Large- Cap ETF
SCHX
$73B
$4.12K ﹤0.01%
161
+1
VTEB icon
281
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43B
$4.03K ﹤0.01%
81
+1
NUE icon
282
Nucor
NUE
$58.9B
$3.89K ﹤0.01%
23
IHAK icon
283
iShares Cybersecurity and Tech ETF
IHAK
$944M
$3.84K ﹤0.01%
+88
NLR icon
284
VanEck Uranium + Nuclear Energy ETF
NLR
$5.06B
$3.82K ﹤0.01%
29
HOLX
285
DELISTED
Hologic
HOLX
$3.78K ﹤0.01%
50
AIG icon
286
American International
AIG
$39.1B
$3.76K ﹤0.01%
50
CARR icon
287
Carrier Global
CARR
$55.2B
$3.53K ﹤0.01%
63
+1
IWF icon
288
iShares Russell 1000 Growth ETF
IWF
$133B
$3.41K ﹤0.01%
+32
C icon
289
Citigroup
C
$224B
$3.4K ﹤0.01%
30
ZM icon
290
Zoom
ZM
$32.8B
$3.22K ﹤0.01%
40
EIPX icon
291
FT Energy Income Partners Strategy ETF
EIPX
$526M
$3.14K ﹤0.01%
98
-121,861
MRP
292
Millrose Properties Inc
MRP
$4.62B
$3.14K ﹤0.01%
112
DKNG icon
293
DraftKings
DKNG
$12.6B
$2.94K ﹤0.01%
136
BE icon
294
Bloom Energy
BE
$86.1B
$2.85K ﹤0.01%
21
FNDE icon
295
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.87B
$2.81K ﹤0.01%
73
NAVI icon
296
Navient
NAVI
$762M
$2.75K ﹤0.01%
336
MU icon
297
Micron Technology
MU
$1.2T
$2.7K ﹤0.01%
+8
SCHP icon
298
Schwab US TIPS ETF
SCHP
$15.6B
$2.68K ﹤0.01%
101
+12
HOOD icon
299
Robinhood
HOOD
$79.4B
$2.63K ﹤0.01%
38
CCL icon
300
Carnival Corporation Ltd
CCL
$38.3B
$2.59K ﹤0.01%
100