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GK

Graney & King Portfolio holdings

AUM $186M
1-Year Est. Return 15.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$1.69M
3
+$1.36M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.15M
5
EIPX icon
FT Energy Income Partners Strategy ETF
EIPX
+$1.13M

Top Sells

1
+$16.2M
2
+$11.8M
3
+$826K
4
GPIX icon
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
+$759K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$384K

Sector Composition

1 Technology 3.44%
2 Industrials 1.5%
3 Financials 1.46%
4 Communication Services 1.32%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.8K 0.01%
100
227
$10.7K 0.01%
361
+5
228
$10.6K 0.01%
4,555
-7
229
$10.4K 0.01%
206
230
$10.3K 0.01%
+20
231
$9.87K 0.01%
+300
232
$9.7K 0.01%
67
+1
233
$9.62K 0.01%
87
+1
234
$9.43K 0.01%
70
235
$9.33K 0.01%
52
236
$9.3K 0.01%
+154
237
$9.3K 0.01%
336
238
$9.24K 0.01%
99
239
$9.12K 0.01%
155
240
$8.98K 0.01%
100
241
$8.9K 0.01%
1,000
242
$8.83K 0.01%
51
+1
243
$8.44K 0.01%
25
244
$8.29K 0.01%
100
245
$8.26K 0.01%
34
+4
246
$8.05K 0.01%
180
+2
247
$8.02K 0.01%
246
248
$7.7K 0.01%
786
+28
249
$7.45K 0.01%
125
+1
250
$7.35K 0.01%
75
8 9
10
11 12