GK
Graney & King Portfolio holdings
AUM
$149M
1 Year Est. Return
–
AUM
$134M
AUM Growth
+$1.93M
(+1.5%)
Holding
354
Top Buys
| 1 | +$4.92M | |
| 2 | +$2.3M | |
| 3 | +$518K | |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$449K |
| 5 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
+$314K |
Top Sells
| 1 | +$1.53M | |
| 2 | +$680K | |
| 3 | +$614K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$477K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
351
Vanguard FTSE All-World ex-US ETF
VEU
$51B
| – | – |
-906
|
|
||
|
ALTM
352
DELISTED
Arcadium Lithium plc
ALTM
| – | – |
-238
|
|
||
|
MTTR
353
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| – | – |
-1,000
|
|
||
|
FM
354
DELISTED
iShares Frontier and Select EM ETF
FM
| – | – |
-74
|
|