GK
Graney & King Portfolio holdings
AUM $134M
AUM
$134M
AUM Growth
+$1.93M (+1%)
Cap. Flow
+$6.69M
Cap. Flow % of AUM
4.98%
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 | 3.01% |
| 2 | Financials | 1.45% |
| 3 | Industrials | 1.21% |
| 4 | Communication Services | 1.03% |
| 5 | Healthcare | 0.98% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -906 | Closed | – | |||
| $0 | 0% | 0 -238 | Closed | – | |||
| $0 | 0% | 0 -1,000 | Closed | – | |||
| $0 | 0% | 0 -74 | Closed | – |
