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
276
$1.7K ﹤0.01%
+30
277
$1.67K ﹤0.01%
+304
278
$1.66K ﹤0.01%
+48
279
$1.63K ﹤0.01%
+55
280
$1.58K ﹤0.01%
+42
281
$1.57K ﹤0.01%
+47
282
$1.39K ﹤0.01%
+200
283
$1.28K ﹤0.01%
+29
284
$1.22K ﹤0.01%
+238
285
$1.19K ﹤0.01%
+22
286
$1.15K ﹤0.01%
+31
287
$1.13K ﹤0.01%
+61
288
$1.1K ﹤0.01%
+32
289
$1.06K ﹤0.01%
+14
290
$837 ﹤0.01%
+20
291
$724 ﹤0.01%
+27
292
$712 ﹤0.01%
+1
293
$616 ﹤0.01%
+4
294
$578 ﹤0.01%
+17
295
$552 ﹤0.01%
+2
296
$529 ﹤0.01%
+4
297
$439 ﹤0.01%
+26
298
$402 ﹤0.01%
+6
299
$324 ﹤0.01%
+8
300
$290 ﹤0.01%
+16
9 10 11
12
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