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
$149M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.99%
2 Financials 1.38%
3 Industrials 1.28%
4 Communication Services 1.25%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHM icon
301
Schwab US Mid-Cap ETF
SCHM
$13.3B
$1.85K ﹤0.01%
66
AMD icon
302
Advanced Micro Devices
AMD
$404B
$1.84K ﹤0.01%
13
HPE icon
303
Hewlett Packard
HPE
$30.3B
$1.81K ﹤0.01%
89
+1
HYG icon
304
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$1.77K ﹤0.01%
22
RIVN icon
305
Rivian
RIVN
$20.1B
$1.77K ﹤0.01%
129
CWT icon
306
California Water Service
CWT
$2.73B
$1.64K ﹤0.01%
36
DG icon
307
Dollar General
DG
$22.9B
$1.6K ﹤0.01%
14
FNDA icon
308
Schwab Fundamental US Small Company Index ETF
FNDA
$9B
$1.58K ﹤0.01%
55
VTRS icon
309
Viatris
VTRS
$12.6B
$1.55K ﹤0.01%
174
-47
CMCSA icon
310
Comcast
CMCSA
$102B
$1.5K ﹤0.01%
42
FNDC icon
311
Schwab Fundamental International Small Company Index ETF
FNDC
$3.01B
$1.37K ﹤0.01%
33
+1
SCHF icon
312
Schwab International Equity ETF
SCHF
$53.1B
$1.36K ﹤0.01%
61
UNIT
313
Uniti Group
UNIT
$1.49B
$1.31K ﹤0.01%
304
SWIM icon
314
Latham Group
SWIM
$770M
$1.28K ﹤0.01%
200
D icon
315
Dominion Energy
D
$52B
$1.24K ﹤0.01%
22
KFRC icon
316
Kforce
KFRC
$549M
$1.23K ﹤0.01%
30
CNO icon
317
CNO Financial Group
CNO
$3.95B
$1.2K ﹤0.01%
31
EIX icon
318
Edison International
EIX
$22.7B
$1.19K ﹤0.01%
23
AVAV icon
319
AeroVironment
AVAV
$14.8B
$1.14K ﹤0.01%
4
BTC
320
Grayscale Bitcoin Mini Trust ETF
BTC
$4.28B
$955 ﹤0.01%
20
IXJ icon
321
iShares Global Healthcare ETF
IXJ
$4.19B
$869 ﹤0.01%
10
SCHE icon
322
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
$820 ﹤0.01%
27
SCHC icon
323
Schwab International Small-Cap Equity ETF
SCHC
$5.31B
$719 ﹤0.01%
17
BSV icon
324
Vanguard Short-Term Bond ETF
BSV
$38.8B
$686 ﹤0.01%
9
-51
CI icon
325
Cigna
CI
$72.4B
$661 ﹤0.01%
2