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
LNT icon
101
Alliant Energy
LNT
$17.3B
$71.5K 0.05%
1,183
GEHC icon
102
GE HealthCare
GEHC
$33.7B
$70.3K 0.05%
948
+22
PANW icon
103
Palo Alto Networks
PANW
$140B
$66.3K 0.04%
324
AEP icon
104
American Electric Power
AEP
$65B
$65.8K 0.04%
634
IJH icon
105
iShares Core S&P Mid-Cap ETF
IJH
$98.9B
$63.3K 0.04%
1,020
+12
IVE icon
106
iShares S&P 500 Value ETF
IVE
$42.5B
$61.8K 0.04%
316
HD icon
107
Home Depot
HD
$366B
$61.1K 0.04%
167
+1
L icon
108
Loews
L
$21.6B
$60.9K 0.04%
665
GFS icon
109
GlobalFoundries
GFS
$18.2B
$60.5K 0.04%
1,583
ARKK icon
110
ARK Innovation ETF
ARKK
$8.05B
$60.2K 0.04%
856
CVX icon
111
Chevron
CVX
$311B
$58.8K 0.04%
411
+1
TSM icon
112
TSMC
TSM
$1.46T
$56.9K 0.04%
251
HLT icon
113
Hilton Worldwide
HLT
$62.7B
$56.6K 0.04%
213
+1
VTES icon
114
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.32B
$56.2K 0.04%
557
VYM icon
115
Vanguard High Dividend Yield ETF
VYM
$65.4B
$55.2K 0.04%
414
-37
VCSH icon
116
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$53.8K 0.04%
677
DIA icon
117
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.5B
$52.3K 0.04%
119
LPLA icon
118
LPL Financial
LPLA
$29.8B
$52.2K 0.04%
139
+46
BND icon
119
Vanguard Total Bond Market
BND
$137B
$52.2K 0.04%
709
FVD icon
120
First Trust Value Line Dividend Fund
FVD
$9.04B
$52.1K 0.04%
1,166
+7
CYBR icon
121
CyberArk
CYBR
$24.6B
$52.1K 0.04%
128
MFC icon
122
Manulife Financial
MFC
$58B
$51.8K 0.03%
1,620
+1
KHC icon
123
Kraft Heinz
KHC
$29.5B
$51.4K 0.03%
1,992
+30
PRU icon
124
Prudential Financial
PRU
$37.7B
$50.4K 0.03%
469
+1
DIS icon
125
Walt Disney
DIS
$193B
$49.8K 0.03%
402