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
251
$5.87K ﹤0.01%
52
252
$5.83K ﹤0.01%
136
253
$5.75K ﹤0.01%
217
254
$5.72K ﹤0.01%
52
255
$5.65K ﹤0.01%
94
+1
256
$5.64K ﹤0.01%
324
257
$5.42K ﹤0.01%
70
258
$5.34K ﹤0.01%
48
+28
259
$5.09K ﹤0.01%
105
260
$4.95K ﹤0.01%
492
261
$4.91K ﹤0.01%
200
262
$4.74K ﹤0.01%
336
263
$4.43K ﹤0.01%
106
264
$4.28K ﹤0.01%
50
265
$4.23K ﹤0.01%
1,000
266
$4.21K ﹤0.01%
42
267
$3.89K ﹤0.01%
159
268
$3.86K ﹤0.01%
79
+1
269
$3.83K ﹤0.01%
48
270
$3.72K ﹤0.01%
50
271
$3.61K ﹤0.01%
200
272
$3.4K ﹤0.01%
50
273
$3.26K ﹤0.01%
50
274
$3.25K ﹤0.01%
375
275
$3.2K ﹤0.01%
57
+1
9 10
11
12 13