Tom Lee’s Granny Shots ETF rakes in $2 billion in AUM just 9 months after inception

## Tom Lee’s ETF Hits a Home Run

Here’s a quick rundown of the recent success of Tom Lee’s actively managed ETF, GRNY:

  • Rapid Growth: The Fundstrat Granny Shots US Large Cap ETF (GRNY), managed by Tom Lee, has reached $2 billion in assets under management in under nine months.
  • Industry Leader: This rapid growth is a standout achievement, making it the fastest-growing actively managed large-cap equity ETF in the U.S.
  • Investment Strategy: GRNY invests in approximately 35 high-quality stocks within the S&P 500, focusing on companies aligned with long-term investment themes.
  • Strong Performance: The fund is up over 18% year-to-date, significantly outperforming the S&P 500.
  • Transparency and Accessibility: Tom Lee emphasizes making the ETF easy to understand and transparent for investors.
  • “Granny Shot” Philosophy: The fund’s strategy involves identifying stocks that fit multiple key investment themes over the next 5-10 years, such as energy, cybersecurity, AI, and the impact of millennials.
  • Expense Ratio: The ETF has an expense ratio of 0.75%.

For more details, you can check out the original article [here](link to original article).

Source: https://www.cnbc.com/2025/07/29/tom-lees-granny-shots-etf-rakes-in-2-billion-in-aum-just-9-months-after-inception.html

Leave a Comment

Your email address will not be published. Required fields are marked *