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
301
$1.61K ﹤0.01%
+129
302
$1.55K ﹤0.01%
42
303
$1.53K ﹤0.01%
304
304
$1.51K ﹤0.01%
55
305
$1.51K ﹤0.01%
48
306
$1.47K ﹤0.01%
30
307
$1.47K ﹤0.01%
+20
308
$1.35K ﹤0.01%
+23
309
$1.35K ﹤0.01%
88
+1
310
$1.34K ﹤0.01%
+13
311
$1.29K ﹤0.01%
31
312
$1.29K ﹤0.01%
200
313
$1.23K ﹤0.01%
22
314
$1.23K ﹤0.01%
14
315
$1.21K ﹤0.01%
61
316
$1.17K ﹤0.01%
32
317
$912 ﹤0.01%
+10
318
$749 ﹤0.01%
27
319
$730 ﹤0.01%
20
320
$658 ﹤0.01%
2
321
$604 ﹤0.01%
17
322
$477 ﹤0.01%
4
323
$439 ﹤0.01%
+165
324
$436 ﹤0.01%
4
325
$377 ﹤0.01%
6
11 12
13
14 15