GK

Graney & King Portfolio holdings

AUM $149M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$17.9M
3
+$13.1M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$11.7M
5
VLU icon
SPDR S&P 1500 Value Tilt ETF
VLU
+$5.36M

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 Change
in Stake 		Capital Flow
226
$6.9K 0.01%
+65
227
$6.89K 0.01%
+200
228
$6.85K 0.01%
+81
229
$6.82K 0.01%
+200
230
$6.58K 0.01%
+100
231
$6.54K ﹤0.01%
+105
232
$6.21K ﹤0.01%
+25
233
$5.88K ﹤0.01%
+55
234
$5.79K ﹤0.01%
+100
235
$5.79K ﹤0.01%
+50
236
$5.58K ﹤0.01%
+1,000
237
$5.55K ﹤0.01%
+324
238
$5.54K ﹤0.01%
+52
239
$5.15K ﹤0.01%
+106
240
$5.13K ﹤0.01%
+105
241
$5.06K ﹤0.01%
+136
242
$4.84K ﹤0.01%
+20
243
$4.74K ﹤0.01%
+1,000
244
$4.52K ﹤0.01%
+75
245
$4.46K ﹤0.01%
+336
246
$4.39K ﹤0.01%
+52
247
$3.89K ﹤0.01%
+78
248
$3.76K ﹤0.01%
+492
249
$3.67K ﹤0.01%
+158
250
$3.64K ﹤0.01%
+50
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