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
RIVN icon
301
Rivian
RIVN
$15.6B
$1.61K ﹤0.01%
+129
CMCSA icon
302
Comcast
CMCSA
$109B
$1.55K ﹤0.01%
42
UNIT
303
Uniti Group
UNIT
$1.39B
$1.53K ﹤0.01%
304
FNDA icon
304
Schwab Fundamental US Small Company Index ETF
FNDA
$9.13B
$1.51K ﹤0.01%
55
KD icon
305
Kyndryl
KD
$6.41B
$1.51K ﹤0.01%
48
KFRC icon
306
Kforce
KFRC
$506M
$1.47K ﹤0.01%
30
NLR icon
307
VanEck Uranium + Nuclear Energy ETF
NLR
$3.23B
$1.47K ﹤0.01%
+20
EIX icon
308
Edison International
EIX
$21.9B
$1.35K ﹤0.01%
+23
HPE icon
309
Hewlett Packard
HPE
$30B
$1.35K ﹤0.01%
88
+1
AMD icon
310
Advanced Micro Devices
AMD
$391B
$1.34K ﹤0.01%
+13
CNO icon
311
CNO Financial Group
CNO
$3.79B
$1.29K ﹤0.01%
31
SWIM icon
312
Latham Group
SWIM
$878M
$1.29K ﹤0.01%
200
D icon
313
Dominion Energy
D
$52.4B
$1.23K ﹤0.01%
22
DG icon
314
Dollar General
DG
$23.5B
$1.23K ﹤0.01%
14
SCHF icon
315
Schwab International Equity ETF
SCHF
$52.8B
$1.21K ﹤0.01%
61
FNDC icon
316
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$1.17K ﹤0.01%
32
IXJ icon
317
iShares Global Healthcare ETF
IXJ
$4.03B
$912 ﹤0.01%
+10
SCHE icon
318
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$749 ﹤0.01%
27
BTC
319
Grayscale Bitcoin Mini Trust ETF
BTC
$4.86B
$730 ﹤0.01%
20
CI icon
320
Cigna
CI
$81.8B
$658 ﹤0.01%
2
SCHC icon
321
Schwab International Small-Cap Equity ETF
SCHC
$5.38B
$604 ﹤0.01%
17
AVAV icon
322
AeroVironment
AVAV
$18B
$477 ﹤0.01%
4
REE icon
323
REE Automotive
REE
$38.8M
$439 ﹤0.01%
+165
LEN.B icon
324
Lennar Class B
LEN.B
$30.2B
$436 ﹤0.01%
4
FITE icon
325
SPDR S&P Kensho Future Security ETF
FITE
$94.6M
$377 ﹤0.01%
6