GK

Graney & King Portfolio holdings

AUM $171M
1-Year Est. Return 12.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$766K
3
+$392K
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$373K
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$325K

Top Sells

1
+$13.1M
2
+$1.37M
3
+$186K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$145K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$132K

Sector Composition

1 Technology 2.99%
2 Financials 1.38%
3 Industrials 1.28%
4 Communication Services 1.25%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.11K 0.01%
155
227
$9.1K 0.01%
124
228
$8.96K 0.01%
66
229
$8.85K 0.01%
99
230
$8.76K 0.01%
25
231
$8.48K 0.01%
100
232
$8.45K 0.01%
62
233
$8.28K 0.01%
50
234
$7.94K 0.01%
+100
235
$7.79K 0.01%
100
236
$7.58K 0.01%
178
237
$7.43K 0.01%
105
238
$7.07K ﹤0.01%
246
239
$7K ﹤0.01%
75
240
$6.99K ﹤0.01%
100
241
$6.97K ﹤0.01%
+758
242
$6.9K ﹤0.01%
30
243
$6.8K ﹤0.01%
4,562
244
$6.49K ﹤0.01%
+30
245
$6.21K ﹤0.01%
21
246
$6.17K ﹤0.01%
62
247
$6.15K ﹤0.01%
14
248
$6.1K ﹤0.01%
20
249
$6.03K ﹤0.01%
55
250
$5.96K ﹤0.01%
81
8 9
10
11 12