GK

Graney & King Portfolio holdings

AUM $171M
1-Year Est. Return 12.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Sells

1 +$1.19M
2 +$547K
3 +$231K
4
AAPL icon
Apple
AAPL
+$96.1K
5
TTD icon
Trade Desk
TTD
+$88.7K

Sector Composition

1 Technology 2.89%
2 Industrials 1.32%
3 Financials 1.3%
4 Communication Services 1.03%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRM icon
151
Salesforce
CRM
$181B
$42.8K 0.03%
162
+1
XCEM icon
152
Columbia EM Core ex-China ETF
XCEM
$1.54B
$41.8K 0.02%
1,090
+3
IVE icon
153
iShares S&P 500 Value ETF
IVE
$50.2B
$40.9K 0.02%
193
-123
IBIT icon
154
iShares Bitcoin Trust
IBIT
$55.6B
$40.3K 0.02%
812
XLP icon
155
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.8B
$40.3K 0.02%
519
+4
GOOGL icon
156
Alphabet (Google) Class A
GOOGL
$3.67T
$39.8K 0.02%
127
DAL icon
157
Delta Air Lines
DAL
$41.7B
$39.3K 0.02%
566
YUMC icon
158
Yum China
YUMC
$18.5B
$38.5K 0.02%
806
UPS icon
159
United Parcel Service
UPS
$93.8B
$37.2K 0.02%
375
WY icon
160
Weyerhaeuser
WY
$17.9B
$37.1K 0.02%
1,565
FTNT icon
161
Fortinet
FTNT
$61.6B
$35.9K 0.02%
452
IJR icon
162
iShares Core S&P Small-Cap ETF
IJR
$95.9B
$34.6K 0.02%
288
-122
JEPI icon
163
JPMorgan Equity Premium Income ETF
JEPI
$44.3B
$34.3K 0.02%
+600
APP icon
164
Applovin
APP
$163B
$33.7K 0.02%
50
NVMI icon
165
Nova
NVMI
$14B
$32.8K 0.02%
100
PSX icon
166
Phillips 66
PSX
$66B
$32.8K 0.02%
254
+2
ABNB icon
167
Airbnb
ABNB
$81.3B
$32.6K 0.02%
240
FDL icon
168
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.13B
$32.3K 0.02%
730
+9
BAC icon
169
Bank of America
BAC
$363B
$31.2K 0.02%
567
INCO icon
170
Columbia India Consumer ETF
INCO
$249M
$31.1K 0.02%
480
GLW icon
171
Corning
GLW
$124B
$30.6K 0.02%
350
-50
AMT icon
172
American Tower
AMT
$89.3B
$30.6K 0.02%
174
LUV icon
173
Southwest Airlines
LUV
$23.2B
$29.8K 0.02%
722
FTEC icon
174
Fidelity MSCI Information Technology Index ETF
FTEC
$15.8B
$29.6K 0.02%
132
+1
VZ icon
175
Verizon
VZ
$216B
$29.3K 0.02%
718
-155