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
$144M
AUM Growth
-$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$1.74M
3
+$1.39M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.19M
5
EIPX icon
FT Energy Income Partners Strategy ETF
EIPX
+$1.14M

Top Sells

1
+$17M
2
+$12.3M
3
+$849K
4
GPIX icon
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
+$781K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$385K

Sector Composition

1 Technology 3.44%
2 Industrials 1.5%
3 Financials 1.46%
4 Communication Services 1.32%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXPI icon
126
eXp World Holdings
EXPI
$1.52B
$53.3K 0.04%
5,000
IBIT icon
127
iShares Bitcoin Trust
IBIT
$74.5B
$52.8K 0.04%
812
BND icon
128
Vanguard Total Bond Market
BND
$147B
$52.7K 0.04%
709
MCK icon
129
McKesson
MCK
$104B
$51.8K 0.04%
67
WBD icon
130
Warner Bros
WBD
$70.9B
$51.7K 0.04%
2,647
VTWO icon
131
Vanguard Russell 2000 ETF
VTWO
$14.9B
$50.6K 0.04%
517
MFC icon
132
Manulife Financial
MFC
$62.7B
$50.5K 0.04%
1,621
+1
VTEI icon
133
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.15B
$50.2K 0.03%
500
+4
BK icon
134
Bank of New York Mellon
BK
$83.5B
$49.3K 0.03%
452
NEE icon
135
NextEra Energy
NEE
$174B
$49.2K 0.03%
651
+4
PRU icon
136
Prudential Financial
PRU
$39.1B
$48.9K 0.03%
471
+2
IJR icon
137
iShares Core S&P Small-Cap ETF
IJR
$94.1B
$48.8K 0.03%
410
+1
COP icon
138
ConocoPhillips
COP
$121B
$48.3K 0.03%
511
+4
FNDX icon
139
Schwab Fundamental US Large Company Index ETF
FNDX
$23B
$47.9K 0.03%
1,822
-199
KMI icon
140
Kinder Morgan
KMI
$62.2B
$47.8K 0.03%
1,688
+9
PFE icon
141
Pfizer
PFE
$146B
$46.5K 0.03%
1,824
+10
DIS icon
142
Walt Disney
DIS
$199B
$46K 0.03%
402
VSGX icon
143
Vanguard ESG International Stock ETF
VSGX
$5.88B
$43.2K 0.03%
622
+1
VEU icon
144
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
$42.9K 0.03%
601
AMGN icon
145
Amgen
AMGN
$178B
$42.3K 0.03%
150
HDB icon
146
HDFC Bank
HDB
$167B
$41K 0.03%
1,200
VTES icon
147
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.61B
$40.5K 0.03%
397
-160
XLP icon
148
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
$40.3K 0.03%
515
+4
GS icon
149
Goldman Sachs
GS
$289B
$39.8K 0.03%
50
XCEM icon
150
Columbia EM Core ex-China ETF
XCEM
$1.34B
$39.5K 0.03%
1,087
4 5
6
7 8