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 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
BHF icon
326
Brighthouse Financial
BHF
$3.48B
$1.04K ﹤0.01%
16
-1
IXJ icon
327
iShares Global Healthcare ETF
IXJ
$4.1B
$989 ﹤0.01%
10
AVAV icon
328
AeroVironment
AVAV
$11.3B
$968 ﹤0.01%
4
KFRC icon
329
Kforce
KFRC
$496M
$928 ﹤0.01%
30
SCHE icon
330
Schwab Emerging Markets Equity ETF
SCHE
$11.9B
$916 ﹤0.01%
28
+1
SCHC icon
331
Schwab International Small-Cap Equity ETF
SCHC
$5.42B
$795 ﹤0.01%
17
BTC
332
Grayscale Bitcoin Mini Trust ETF
BTC
$3.19B
$775 ﹤0.01%
20
KTOS icon
333
Kratos Defense & Security Solutions
KTOS
$15.2B
$759 ﹤0.01%
10
BSV icon
334
Vanguard Short-Term Bond ETF
BSV
$43.3B
$702 ﹤0.01%
9
MET icon
335
MetLife
MET
$47.8B
$592 ﹤0.01%
+8
CI icon
336
Cigna
CI
$75B
$550 ﹤0.01%
2
FITE
337
State Street SPDR S&P Kensho Future Security ETF
FITE
$115M
$512 ﹤0.01%
6
VNQI icon
338
Vanguard Global ex-US Real Estate ETF
VNQI
$3.61B
$393 ﹤0.01%
9
+1
LEN.B icon
339
Lennar Class B
LEN.B
$24.8B
$380 ﹤0.01%
4
SCHH icon
340
Schwab US REIT ETF
SCHH
$9.72B
$288 ﹤0.01%
14
HYLB icon
341
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.68B
$226 ﹤0.01%
6
AVA icon
342
Avista
AVA
$3.32B
$193 ﹤0.01%
5
REE icon
343
REE Automotive
REE
$16.5M
$121 ﹤0.01%
165
SAN icon
344
Banco Santander
SAN
$169B
$119 ﹤0.01%
10
NOG icon
345
Northern Oil and Gas
NOG
$2.77B
$92 ﹤0.01%
4
OGN icon
346
Organon & Co
OGN
$1.79B
$85 ﹤0.01%
12
DXC icon
347
DXC Technology
DXC
$2.12B
$77 ﹤0.01%
5
SPCE icon
348
Virgin Galactic
SPCE
$191M
$71 ﹤0.01%
22
BLNK icon
349
Blink Charging
BLNK
$96.4M
$67 ﹤0.01%
100
SLNH icon
350
Soluna Holdings
SLNH
$93.7M
$49 ﹤0.01%
42