GK
Graney & King Portfolio holdings
AUM
$144M
1-Year Est. Return
11.08%
1 Year Est. Return
+11.08%
AUM
$149M
AUM Growth
+$14.7M
(+11%)
Holding
353
Top Buys
| 1 | +$16.1M | |
| 2 | +$805K | |
| 3 | +$416K | |
| 4 |
JPMorgan BetaBuilders International Equity ETF
BBIN
|
+$391K |
| 5 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
+$345K |
Top Sells
| 1 | +$13.7M | |
| 2 | +$1.46M | |
| 3 | +$218K | |
| 4 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$162K |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$134K |
Sector Composition
| 1 | Technology | 2.99% |
| 2 | Financials | 1.38% |
| 3 | Industrials | 1.28% |
| 4 | Communication Services | 1.25% |
| 5 | Consumer Discretionary | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Hartford Schroders Tax-Aware Bond ETF
HTAB
$352M
| – | – |
-500
|
|
||
352
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.33B
| – | – |
-417
|
|
||
353
Fifth Third Bancorp
FITB
$28.1B
| – | – |
-346
|
|