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
251
$3.6K ﹤0.01%
+50
252
$3.53K ﹤0.01%
+56
253
$3.45K ﹤0.01%
+50
254
$3.26K ﹤0.01%
+40
255
$3.13K ﹤0.01%
+106
256
$3.1K ﹤0.01%
+50
257
$3.02K ﹤0.01%
+38
258
$3.01K ﹤0.01%
+92
259
$2.83K ﹤0.01%
+119
260
$2.74K ﹤0.01%
+220
261
$2.68K ﹤0.01%
+23
262
$2.55K ﹤0.01%
+53
263
$2.42K ﹤0.01%
+19
264
$2.28K ﹤0.01%
+97
265
$2.25K ﹤0.01%
+100
266
$2.22K ﹤0.01%
+88
267
$2.2K ﹤0.01%
+85
268
$2.11K ﹤0.01%
+30
269
$2.04K ﹤0.01%
+70
270
$2.01K ﹤0.01%
+74
271
$1.97K ﹤0.01%
+26
272
$1.97K ﹤0.01%
+76
273
$1.86K ﹤0.01%
+87
274
$1.81K ﹤0.01%
+21
275
$1.73K ﹤0.01%
+22
9 10
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