GK
Graney & King Portfolio holdings
AUM $134M
This Quarter Return
-3.23%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$1.93M (+1%)
Cap. Flow
+$6.58M
Cap. Flow % of AUM
4.9%
Top 10 Holdings %Top 10 Hldgs %
66%
Holding
354
New
36
Increased
93
Reduced
33
Closed
8
Top Buys
| 1 | $4.92M | |
| 2 | $2.3M | |
| 3 | $518K | |
| 4 | $449K | |
| 5 | $314K |
Top Sells
| 1 | $1.53M | |
| 2 | $680K | |
| 3 | $614K | |
| 4 | $477K | |
| 5 | $278K |
Sector Composition
| 1 | Technology | 2.92% |
| 2 | Financials | 1.45% |
| 3 | Industrials | 1.21% |
| 4 | Communication Services | 1.13% |
| 5 | Healthcare | 0.98% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $8.09K | 0.01% | 99 | – | – | |||
| $8.08K | 0.01% | +50 | New | +$8.08K | |||
| $8.08K | 0.01% | +66 | New | +$8.08K | |||
| $7.86K | 0.01% | +124 | New | +$7.86K | |||
| $7.69K | 0.01% | 103 | – | – | |||
| $7.58K | 0.01% | 217 | – | – | |||
| $7.55K | 0.01% | 1,000 | – | – | |||
| $7.52K | 0.01% | 105 | – | – | |||
| $7.35K | 0.01% | +30 | New | +$7.35K | |||
| $7.31K | 0.01% | 50 | – | – | |||
| $6.84K | 0.01% | 52 | – | – | |||
| $6.6K | ﹤0.01% | +21 | New | +$6.6K | |||
| $6.52K | ﹤0.01% | 100 | – | – | |||
| $6.45K | ﹤0.01% | 100 | – | – | |||
| $6.4K | ﹤0.01% | +62 | New | +$6.4K | |||
| $6.29K | ﹤0.01% | 81 | – | – | |||
| $6.16K | ﹤0.01% | 4,562 | – | – | |||
| $5.98K | ﹤0.01% | 55 | – | – | |||
| $5.83K | ﹤0.01% | 100 | – | – | |||
| $5.78K | ﹤0.01% | 52 | – | – | |||
| $5.76K | ﹤0.01% | 20 | – | – | |||
| $5.47K | ﹤0.01% | 75 | – | – | |||
| $5.23K | ﹤0.01% | +62 | New | +$5.23K | |||
| $5.18K | ﹤0.01% | 324 | – | – | |||
| $5.02K | ﹤0.01% | +93 | New | +$5.02K |
