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
251
$5K ﹤0.01%
105
252
$4.82K ﹤0.01%
1,000
253
$4.73K ﹤0.01%
60
-490
254
$4.73K ﹤0.01%
+14
255
$4.52K ﹤0.01%
136
256
$4.47K ﹤0.01%
106
257
$4.35K ﹤0.01%
50
258
$4.31K ﹤0.01%
70
259
$4.31K ﹤0.01%
25
260
$4.3K ﹤0.01%
48
-113
261
$4.24K ﹤0.01%
336
262
$4.21K ﹤0.01%
200
263
$4.11K ﹤0.01%
+42
264
$3.91K ﹤0.01%
200
265
$3.87K ﹤0.01%
78
266
$3.58K ﹤0.01%
106
267
$3.51K ﹤0.01%
159
+1
268
$3.39K ﹤0.01%
50
269
$3.13K ﹤0.01%
54
+1
270
$3.1K ﹤0.01%
+20
271
$3.09K ﹤0.01%
56
272
$3.09K ﹤0.01%
50
273
$3.03K ﹤0.01%
50
274
$2.97K ﹤0.01%
+112
275
$2.95K ﹤0.01%
40
9 10
11
12 13