GK

Graney & King Portfolio holdings

AUM $144M
1-Year Est. Return 11.08%
This Quarter Est. Return
1 Year Est. Return
+11.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$2.3M
3
+$518K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$449K
5
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$314K

Top Sells

1
+$1.53M
2
+$680K
3
+$614K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$477K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$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 Change
in Stake 		Capital Flow
226
$8.09K 0.01%
99
227
$8.08K 0.01%
+50
228
$8.08K 0.01%
+66
229
$7.86K 0.01%
+124
230
$7.69K 0.01%
246
231
$7.58K 0.01%
217
232
$7.55K 0.01%
1,000
233
$7.52K 0.01%
105
234
$7.35K 0.01%
+30
235
$7.31K 0.01%
50
236
$6.84K 0.01%
52
237
$6.6K ﹤0.01%
+21
238
$6.52K ﹤0.01%
100
239
$6.45K ﹤0.01%
100
240
$6.4K ﹤0.01%
+62
241
$6.29K ﹤0.01%
81
242
$6.16K ﹤0.01%
4,562
243
$5.98K ﹤0.01%
55
244
$5.83K ﹤0.01%
100
245
$5.78K ﹤0.01%
52
246
$5.76K ﹤0.01%
20
247
$5.46K ﹤0.01%
75
248
$5.23K ﹤0.01%
+62
249
$5.18K ﹤0.01%
324
250
$5.02K ﹤0.01%
+93
8 9
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