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
IBIT icon
126
iShares Bitcoin Trust
IBIT
$74.9B
$49.7K 0.03%
812
FNDX icon
127
Schwab Fundamental US Large Company Index ETF
FNDX
$21B
$49.6K 0.03%
2,021
KMI icon
128
Kinder Morgan
KMI
$59.8B
$49.4K 0.03%
1,679
+9
MCK icon
129
McKesson
MCK
$104B
$49.1K 0.03%
67
VTEI icon
130
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$884M
$48.9K 0.03%
496
+2
FTNT icon
131
Fortinet
FTNT
$60.3B
$47.8K 0.03%
452
HDB icon
132
HDFC Bank
HDB
$186B
$46K 0.03%
1,200
EXPI icon
133
eXp World Holdings
EXPI
$1.73B
$45.5K 0.03%
5,000
COP icon
134
ConocoPhillips
COP
$110B
$45.5K 0.03%
507
+5
VTWO icon
135
Vanguard Russell 2000 ETF
VTWO
$12.5B
$45.1K 0.03%
517
NEE icon
136
NextEra Energy
NEE
$175B
$44.9K 0.03%
647
+5
IJR icon
137
iShares Core S&P Small-Cap ETF
IJR
$84.3B
$44.7K 0.03%
409
+11
PFE icon
138
Pfizer
PFE
$147B
$44K 0.03%
1,814
+11
CRM icon
139
Salesforce
CRM
$229B
$44K 0.03%
161
NVO icon
140
Novo Nordisk
NVO
$218B
$42.2K 0.03%
612
+5
AMGN icon
141
Amgen
AMGN
$181B
$41.9K 0.03%
150
XLP icon
142
Consumers Staples Select Sector SPDR Fund
XLP
$15.2B
$41.4K 0.03%
511
+3
BK icon
143
Bank of New York Mellon
BK
$77.4B
$41.2K 0.03%
452
VSGX icon
144
Vanguard ESG International Stock ETF
VSGX
$5.27B
$40.7K 0.03%
621
+2
VEU icon
145
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$40.4K 0.03%
+601
WY icon
146
Weyerhaeuser
WY
$16.2B
$40.2K 0.03%
1,565
AMT icon
147
American Tower
AMT
$84.8B
$38.4K 0.03%
174
+1
VZ icon
148
Verizon
VZ
$173B
$37.3K 0.03%
861
-55
XCEM icon
149
Columbia EM Core ex-China ETF
XCEM
$1.31B
$37.2K 0.02%
1,087
YUMC icon
150
Yum China
YUMC
$16.7B
$36K 0.02%
806