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
276
$2.77K ﹤0.01%
+35
277
$2.77K ﹤0.01%
23
278
$2.77K ﹤0.01%
492
279
$2.63K ﹤0.01%
38
280
$2.58K ﹤0.01%
93
+1
281
$2.55K ﹤0.01%
+7,500
282
$2.54K ﹤0.01%
4
+3
283
$2.49K ﹤0.01%
+375
284
$2.32K ﹤0.01%
19
285
$2.32K ﹤0.01%
88
286
$2.29K ﹤0.01%
85
287
$2.17K ﹤0.01%
70
288
$2.13K ﹤0.01%
30
289
$2.11K ﹤0.01%
97
290
$2.05K ﹤0.01%
26
291
$1.96K ﹤0.01%
100
292
$1.96K ﹤0.01%
29
293
$1.95K ﹤0.01%
+100
294
$1.92K ﹤0.01%
221
+1
295
$1.78K ﹤0.01%
76
296
$1.75K ﹤0.01%
+30
297
$1.75K ﹤0.01%
+36
298
$1.74K ﹤0.01%
22
299
$1.73K ﹤0.01%
+66
300
$1.7K ﹤0.01%
47
10 11
12
13 14