GK
Graney & King Portfolio holdings
AUM $134M
This Quarter Return
-3.23%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$1.93M (+1%)
Cap. Flow
+$6.58M
Cap. Flow % of AUM
4.9%
Top 10 Holdings %Top 10 Hldgs %
66%
Holding
354
New
36
Increased
93
Reduced
33
Closed
8
Top Buys
| 1 | $4.92M | |
| 2 | $2.3M | |
| 3 | $518K | |
| 4 | $449K | |
| 5 | $314K |
Top Sells
| 1 | $1.53M | |
| 2 | $680K | |
| 3 | $614K | |
| 4 | $477K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.77K | ﹤0.01% | +35 | New | +$2.77K | |||
| $2.77K | ﹤0.01% | 23 | – | – | |||
| $2.77K | ﹤0.01% | 492 | – | – | |||
| $2.63K | ﹤0.01% | 38 | – | – | |||
| $2.58K | ﹤0.01% | 93 +1 | +1% | +$28 | |||
| $2.55K | ﹤0.01% | +7,500 | New | +$2.55K | |||
| $2.54K | ﹤0.01% | 4 +3 | +300% | +$1.9K | |||
| $2.49K | ﹤0.01% | +375 | New | +$2.49K | |||
| $2.32K | ﹤0.01% | 19 | – | – | |||
| $2.32K | ﹤0.01% | 88 | – | – | |||
| $2.29K | ﹤0.01% | 85 | – | – | |||
| $2.17K | ﹤0.01% | 70 | – | – | |||
| $2.13K | ﹤0.01% | 30 | – | – | |||
| $2.11K | ﹤0.01% | 97 | – | – | |||
| $2.05K | ﹤0.01% | 26 | – | – | |||
| $1.96K | ﹤0.01% | 100 | – | – | |||
| $1.96K | ﹤0.01% | 29 | – | – | |||
| $1.95K | ﹤0.01% | +100 | New | +$1.95K | |||
| $1.92K | ﹤0.01% | 221 +1 | +0.5% | +$9 | |||
| $1.79K | ﹤0.01% | 76 | – | – | |||
| $1.75K | ﹤0.01% | +30 | New | +$1.75K | |||
| $1.75K | ﹤0.01% | +36 | New | +$1.75K | |||
| $1.74K | ﹤0.01% | 22 | – | – | |||
| $1.73K | ﹤0.01% | +66 | New | +$1.73K | |||
| $1.7K | ﹤0.01% | 47 | – | – |
