Tom Lee's Fundstrat Granny Shots US Large Cap ETF (NYSE: GRNY) Celebrates One-Year Anniversary -- Surpasses $3.65 Billion AUM, Up 30.12% YTD, and Ranks in the Top 1% on Morningstar

Core Insights - Fundstrat Capital's Granny Shots US Large Cap ETF (NYSE: GRNY) has achieved significant growth and performance in its first year, surpassing $3.65 billion in assets under management (AUM) and ranking in the top 1% of Morningstar's Large Cap Blend funds based on year-to-date performance [2][5]. Performance Highlights - Since its launch on November 7, 2024, GRNY has outperformed the S&P 500 by 1,260 basis points, with a year-to-date increase of 30.12% compared to the S&P 500's 17.52% [3]. - The ETF has maintained robust liquidity, with an average daily volume of 3.7 million shares and $570 million in net inflows during October 2025, marking its second-largest month for inflows [4]. Strategy and Approach - The Granny Shots strategy is based on an evidence-based research framework that focuses on capital appreciation through a disciplined, research-driven approach [4][7]. - The fund typically holds 30–50 large-cap equities, investing in companies aligned with key macroeconomic and thematic trends [7][8]. Investor Engagement - Fundstrat's Chief Investment Officer, Tom Lee, has provided over 48 investor update videos in the past year, enhancing transparency and engagement with investors [2]. - The ETF has gained traction among retail and institutional investors, reflecting a growing interest in the Granny Shots strategy [4][5].