GK
Graney & King Portfolio holdings
AUM
$149M
This Quarter Return
+0.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.49%
Holding
322
New
318
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.26% |
| 2 | Financials | 1.22% |
| 3 | Industrials | 1.16% |
| 4 | Communication Services | 1.1% |
| 5 | Consumer Discretionary | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Corteva
CTVA
$50.2B
| $12.4K | 0.01% |
+217
| New | +$12.4K |
|
202
Lockheed Martin
LMT
$106B
| $12.3K | 0.01% |
+25
| New | +$12.3K |
|
203
Super Micro Computer
SMCI
$24.2B
| $12.2K | 0.01% |
+400
| New | +$12.2K |
|
204
SPDR Portfolio High Yield Bond ETF
SPHY
$9.05B
| $11.6K | 0.01% |
+495
| New | +$11.6K |
|
205
Philip Morris
PM
$261B
| $11.6K | 0.01% |
+96
| New | +$11.6K |
|
206
Duke Energy
DUK
$94.8B
| $10.8K | 0.01% |
+100
| New | +$10.8K |
|
207
iShares Expanded Tech Sector ETF
IGM
$8.56B
| $10.2K | 0.01% |
+100
| New | +$10.2K |
|
208
Baker Hughes
BKR
$44.7B
| $10K | 0.01% |
+245
| New | +$10K |
|
209
SPDR Portfolio Corporate Bond ETF
SPBO
$1.68B
| $9.99K | 0.01% |
+349
| New | +$9.99K |
|
210
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.26B
| $9.97K | 0.01% |
+417
| New | +$9.97K |
|
211
Plug Power
PLUG
$1.71B
| $9.72K | 0.01% |
+4,562
| New | +$9.72K |
|
212
Hartford Schroders Tax-Aware Bond ETF
HTAB
$376M
| $9.68K | 0.01% |
+500
| New | +$9.68K |
|
213
SLM Corp
SLM
$6.46B
| $9.27K | 0.01% |
+336
| New | +$9.27K |
|
214
RB Global
RBA
$21.5B
| $9.02K | 0.01% |
+100
| New | +$9.02K |
|
215
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $9.02K | 0.01% |
+155
| New | +$9.02K |
|
216
DocuSign
DOCU
$15B
| $8.99K | 0.01% |
+100
| New | +$8.99K |
|
217
Enbridge
ENB
$105B
| $8.74K | 0.01% |
+206
| New | +$8.74K |
|
218
Dow Inc
DOW
$17.3B
| $8.71K | 0.01% |
+217
| New | +$8.71K |
|
219
JetBlue
JBLU
$2B
| $7.86K | 0.01% |
+1,000
| New | +$7.86K |
|
220
DuPont de Nemours
DD
$31.7B
| $7.85K | 0.01% |
+103
| New | +$7.85K |
|
221
Gilead Sciences
GILD
$140B
| $7.84K | 0.01% |
+85
| New | +$7.84K |
|
222
Marvell Technology
MRVL
$55.7B
| $7.73K | 0.01% |
+70
| New | +$7.73K |
|
223
Snowflake
SNOW
$77.9B
| $7.72K | 0.01% |
+50
| New | +$7.72K |
|
224
iShares MSCI EAFE ETF
EFA
$65.3B
| $7.49K | 0.01% |
+99
| New | +$7.49K |
|
225
Grayscale Bitcoin Trust
GBTC
$44.4B
| $7.4K | 0.01% |
+100
| New | +$7.4K |
|