GK

Graney & King Portfolio holdings

AUM $149M
This Quarter Return
+0.19%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$132M
AUM Growth
Cap. Flow
+$132M
Cap. Flow %
100%
Top 10 Hldgs %
66.49%
Holding
322
New
318
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.26%
2 Financials 1.22%
3 Industrials 1.16%
4 Communication Services 1.1%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SCHW icon
101
Charles Schwab
SCHW
$174B
$68.7K 0.05%
+928
New +$68.7K
GFS icon
102
GlobalFoundries
GFS
$18.5B
$67.9K 0.05%
+1,583
New +$67.9K
VYM icon
103
Vanguard High Dividend Yield ETF
VYM
$64B
$61.2K 0.05%
+480
New +$61.2K
ARKK icon
104
ARK Innovation ETF
ARKK
$7.45B
$60.6K 0.05%
+1,068
New +$60.6K
KHC icon
105
Kraft Heinz
KHC
$33.1B
$59.5K 0.04%
+1,936
New +$59.5K
CVX icon
106
Chevron
CVX
$324B
$59.2K 0.04%
+409
New +$59.2K
PANW icon
107
Palo Alto Networks
PANW
$127B
$59K 0.04%
+324
New +$59K
AEP icon
108
American Electric Power
AEP
$59.4B
$58.5K 0.04%
+634
New +$58.5K
EXPI icon
109
eXp World Holdings
EXPI
$1.7B
$57.6K 0.04%
+5,000
New +$57.6K
L icon
110
Loews
L
$20.1B
$56.3K 0.04%
+665
New +$56.3K
PRU icon
111
Prudential Financial
PRU
$38.6B
$55.3K 0.04%
+466
New +$55.3K
CRM icon
112
Salesforce
CRM
$245B
$53.7K 0.04%
+161
New +$53.7K
IBM icon
113
IBM
IBM
$227B
$53.4K 0.04%
+243
New +$53.4K
MFC icon
114
Manulife Financial
MFC
$52.2B
$53K 0.04%
+1,726
New +$53K
VCSH icon
115
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
$52.8K 0.04%
+677
New +$52.8K
HLT icon
116
Hilton Worldwide
HLT
$64.9B
$52.5K 0.04%
+212
New +$52.5K
NVO icon
117
Novo Nordisk
NVO
$251B
$52.2K 0.04%
+607
New +$52.2K
VEU icon
118
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
$52K 0.04%
+906
New +$52K
CRWD icon
119
CrowdStrike
CRWD
$106B
$51.3K 0.04%
+150
New +$51.3K
BND icon
120
Vanguard Total Bond Market
BND
$134B
$51K 0.04%
+709
New +$51K
DIA icon
121
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.9B
$50.4K 0.04%
+119
New +$50.4K
FVD icon
122
First Trust Value Line Dividend Fund
FVD
$9.18B
$50.3K 0.04%
+1,153
New +$50.3K
COP icon
123
ConocoPhillips
COP
$124B
$49.4K 0.04%
+498
New +$49.4K
IVE icon
124
iShares S&P 500 Value ETF
IVE
$41.2B
$49.2K 0.04%
+258
New +$49.2K
VTEI icon
125
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$672M
$49.1K 0.04%
+494
New +$49.1K