GK

Graney & King Portfolio holdings

AUM $149M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.92%
2 Financials 1.45%
3 Industrials 1.21%
4 Communication Services 1.13%
5 Healthcare 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMGN icon
126
Amgen
AMGN
$163B
$46.7K 0.03%
150
WY icon
127
Weyerhaeuser
WY
$16.8B
$45.8K 0.03%
1,565
PFE icon
128
Pfizer
PFE
$140B
$45.7K 0.03%
1,803
+10
NEE icon
129
NextEra Energy
NEE
$175B
$45.5K 0.03%
642
+4
MCK icon
130
McKesson
MCK
$98.6B
$45.1K 0.03%
67
FTNT icon
131
Fortinet
FTNT
$65B
$43.5K 0.03%
452
CYBR icon
132
CyberArk
CYBR
$25.3B
$43.3K 0.03%
128
CRM icon
133
Salesforce
CRM
$242B
$43.2K 0.03%
161
NVO icon
134
Novo Nordisk
NVO
$249B
$42.1K 0.03%
607
YUMC icon
135
Yum China
YUMC
$16.2B
$42K 0.03%
806
VTWO icon
136
Vanguard Russell 2000 ETF
VTWO
$13.1B
$41.7K 0.03%
517
-1,161
TSM icon
137
TSMC
TSM
$1.55T
$41.7K 0.03%
251
+48
IJR icon
138
iShares Core S&P Small-Cap ETF
IJR
$86.2B
$41.7K 0.03%
398
+194
VZ icon
139
Verizon
VZ
$171B
$41.6K 0.03%
916
+107
XLP icon
140
Consumers Staples Select Sector SPDR Fund
XLP
$15.6B
$41.5K 0.03%
508
+3
ARKK icon
141
ARK Innovation ETF
ARKK
$9.4B
$40.7K 0.03%
856
-212
HDB icon
142
HDFC Bank
HDB
$187B
$39.9K 0.03%
600
DIS icon
143
Walt Disney
DIS
$201B
$39.7K 0.03%
402
IBIT icon
144
iShares Bitcoin Trust
IBIT
$84.4B
$38K 0.03%
812
+220
BK icon
145
Bank of New York Mellon
BK
$76.6B
$37.9K 0.03%
452
AMT icon
146
American Tower
AMT
$90.1B
$37.7K 0.03%
173
VSGX icon
147
Vanguard ESG International Stock ETF
VSGX
$5.29B
$36.5K 0.03%
619
+1
UPS icon
148
United Parcel Service
UPS
$74B
$35.6K 0.03%
324
MET icon
149
MetLife
MET
$52.6B
$33.8K 0.03%
421
RECS icon
150
Columbia Research Enhanced Core ETF
RECS
$3.84B
$33.2K 0.02%
1,000