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 | |
|---|---|---|---|---|---|---|---|
| $1.61K | ﹤0.01% | +129 | New | +$1.61K | |||
| $1.55K | ﹤0.01% | 42 | – | – | |||
| $1.53K | ﹤0.01% | 304 | – | – | |||
| $1.51K | ﹤0.01% | 55 | – | – | |||
| $1.51K | ﹤0.01% | 48 | – | – | |||
| $1.47K | ﹤0.01% | 30 | – | – | |||
| $1.47K | ﹤0.01% | +20 | New | +$1.47K | |||
| $1.36K | ﹤0.01% | +23 | New | +$1.36K | |||
| $1.36K | ﹤0.01% | 88 +1 | +1% | +$15 | |||
| $1.34K | ﹤0.01% | +13 | New | +$1.34K | |||
| $1.29K | ﹤0.01% | 31 | – | – | |||
| $1.29K | ﹤0.01% | 200 | – | – | |||
| $1.23K | ﹤0.01% | 22 | – | – | |||
| $1.23K | ﹤0.01% | 14 | – | – | |||
| $1.21K | ﹤0.01% | 61 | – | – | |||
| $1.17K | ﹤0.01% | 32 | – | – | |||
| $912 | ﹤0.01% | +10 | New | +$912 | |||
| $749 | ﹤0.01% | 27 | – | – | |||
| $730 | ﹤0.01% | 20 | – | – | |||
| $658 | ﹤0.01% | 2 | – | – | |||
| $604 | ﹤0.01% | 17 | – | – | |||
| $477 | ﹤0.01% | 4 | – | – | |||
| $439 | ﹤0.01% | +165 | New | +$439 | |||
| $436 | ﹤0.01% | 4 | – | – | |||
| $377 | ﹤0.01% | 6 | – | – |
