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 Buys

1
+$3.55M
2
+$3.53M
3
+$3.22M
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$2.88M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$2.81M

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
ARKK icon
101
ARK Innovation ETF
ARKK
$6.49B
$76.8K 0.04%
998
TSM icon
102
TSMC
TSM
$1.86T
$76.5K 0.04%
252
WBD icon
103
Warner Bros
WBD
$69.5B
$76.3K 0.04%
2,647
IEF icon
104
iShares 7-10 Year Treasury Bond ETF
IEF
$48.1B
$76.1K 0.04%
792
-7
KNG icon
105
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.53B
$75.1K 0.04%
1,527
AEP icon
106
American Electric Power
AEP
$72B
$73.1K 0.04%
634
IBM icon
107
IBM
IBM
$233B
$72K 0.04%
243
IVW icon
108
iShares S&P 500 Growth ETF
IVW
$64.5B
$71K 0.04%
576
-241
GEHC icon
109
GE HealthCare
GEHC
$36B
$70.9K 0.04%
865
CVX icon
110
Chevron
CVX
$368B
$70.7K 0.04%
464
+2
CRWD icon
111
CrowdStrike
CRWD
$103B
$70.3K 0.04%
150
L icon
112
Loews
L
$22.9B
$70K 0.04%
665
VNQ icon
113
Vanguard Real Estate ETF
VNQ
$36.7B
$69.9K 0.04%
790
-341
SPMD icon
114
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.4B
$66.5K 0.04%
1,148
TGT icon
115
Target
TGT
$54.9B
$63.5K 0.04%
650
-207
QTUM icon
116
Defiance Quantum ETF
QTUM
$3.59B
$63.2K 0.04%
+576
KHC icon
117
Kraft Heinz
KHC
$28.6B
$62.1K 0.04%
2,560
+435
HLT icon
118
Hilton Worldwide
HLT
$70B
$61.1K 0.04%
213
ROBT icon
119
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$669M
$60.1K 0.04%
1,159
-1,159
VYM icon
120
Vanguard High Dividend Yield ETF
VYM
$74B
$59.8K 0.04%
417
+2
PANW icon
121
Palo Alto Networks
PANW
$130B
$59.7K 0.03%
324
MFC icon
122
Manulife Financial
MFC
$58.4B
$58.8K 0.03%
1,622
+1
CYBR
123
DELISTED
CyberArk
CYBR
$57.1K 0.03%
128
DIA icon
124
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44B
$57.1K 0.03%
119
HD icon
125
Home Depot
HD
$367B
$55.3K 0.03%
161
3 4
5
6 7