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
SYK icon
76
Stryker
SYK
$143B
$121K 0.09%
324
VDC icon
77
Vanguard Consumer Staples ETF
VDC
$7.46B
$114K 0.08%
521
+3
NFLX icon
78
Netflix
NFLX
$510B
$112K 0.08%
120
CAT icon
79
Caterpillar
CAT
$247B
$102K 0.08%
310
+2
VNQ icon
80
Vanguard Real Estate ETF
VNQ
$34.1B
$102K 0.08%
1,127
-79
SPDW icon
81
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$101K 0.08%
2,778
INTC icon
82
Intel
INTC
$176B
$99.4K 0.07%
4,377
+78
ROBT icon
83
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$616M
$94.3K 0.07%
2,318
TGT icon
84
Target
TGT
$41.3B
$88.9K 0.07%
852
+2
GSK icon
85
GSK
GSK
$88.3B
$88K 0.07%
2,270
+21
SPMD icon
86
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$87.2K 0.06%
1,703
-777
VCIT icon
87
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.1B
$85.3K 0.06%
1,043
-5,838
USMV icon
88
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$81K 0.06%
865
IVW icon
89
iShares S&P 500 Growth ETF
IVW
$65.8B
$78.4K 0.06%
844
F icon
90
Ford
F
$47.4B
$76.7K 0.06%
7,646
+24
LNT icon
91
Alliant Energy
LNT
$17.5B
$76.1K 0.06%
1,183
VUSB icon
92
Vanguard Ultra-Short Bond ETF
VUSB
$5.68B
$76K 0.06%
1,524
GEHC icon
93
GE HealthCare
GEHC
$33.8B
$74.7K 0.06%
926
-40
SCHW icon
94
Charles Schwab
SCHW
$171B
$72.6K 0.05%
928
XLK icon
95
Technology Select Sector SPDR Fund
XLK
$93.7B
$72K 0.05%
349
+1
MAR icon
96
Marriott International
MAR
$70.8B
$70.4K 0.05%
295
AXP icon
97
American Express
AXP
$239B
$69.8K 0.05%
259
AEP icon
98
American Electric Power
AEP
$62.9B
$69.3K 0.05%
634
CVX icon
99
Chevron
CVX
$308B
$68.5K 0.05%
410
+1
TSLA icon
100
Tesla
TSLA
$1.46T
$63.5K 0.05%
245
+38