GK

Graney & King Portfolio holdings

AUM $186M
1-Year Est. Return 15.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Sells

1 +$3.64M
2 +$532K
3 +$367K
4
MSFT icon
Microsoft
MSFT
+$90K
5
KHC icon
Kraft Heinz
KHC
+$62.1K

Sector Composition

1 Technology 2.49%
2 Industrials 1.29%
3 Financials 1.1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GEHC icon
126
GE HealthCare
GEHC
$28.2B
$61.5K 0.03%
865
NEE icon
127
NextEra Energy
NEE
$179B
$61.2K 0.03%
659
+4
IBM icon
128
IBM
IBM
$309B
$58.9K 0.03%
243
CRWD icon
129
CrowdStrike
CRWD
$196B
$58.6K 0.03%
150
MCK icon
130
McKesson
MCK
$88.6B
$58K 0.03%
67
JPLD icon
131
JPMorgan Limited Duration Bond ETF
JPLD
$3.82B
$57.4K 0.03%
+1,099
KMI icon
132
Kinder Morgan
KMI
$69.9B
$57.2K 0.03%
1,705
+8
MFC icon
133
Manulife Financial
MFC
$64.2B
$55.9K 0.03%
1,623
+1
FVD icon
134
First Trust Value Line Dividend Fund
FVD
$7.95B
$55.8K 0.03%
1,187
+7
DIA icon
135
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
$55K 0.03%
119
BNY
136
Bank of New York Mellon
BNY
$97B
$53.6K 0.03%
452
ROBT icon
137
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$790M
$53.5K 0.03%
1,159
REGN icon
138
Regeneron Pharmaceuticals
REGN
$63.2B
$53.4K 0.03%
69
AMGN icon
139
Amgen
AMGN
$177B
$52.8K 0.03%
150
XSHD icon
140
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$72.2M
$52.5K 0.03%
4,003
BND icon
141
Vanguard Total Bond Market
BND
$153B
$52.2K 0.03%
709
PFE icon
142
Pfizer
PFE
$146B
$51.8K 0.03%
1,845
+10
VTWO icon
143
Vanguard Russell 2000 ETF
VTWO
$16.7B
$51.8K 0.03%
517
HD icon
144
Home Depot
HD
$311B
$51.2K 0.03%
156
-5
VEU icon
145
Vanguard FTSE All-World ex-US ETF
VEU
$67.2B
$50.9K 0.03%
678
+77
VTEI icon
146
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.35B
$50.8K 0.03%
508
+3
FNDX icon
147
Schwab Fundamental US Large Company Index ETF
FNDX
$25.5B
$50.8K 0.03%
1,823
+1
GLW icon
148
Corning
GLW
$172B
$47.6K 0.03%
350
PSX icon
149
Phillips 66
PSX
$73.2B
$46.7K 0.03%
256
+2
PRU icon
150
Prudential Financial
PRU
$35.7B
$46.3K 0.03%
474
+1