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 | |
|---|---|---|---|---|---|---|---|
| $749K | 0.56% | 3,744 -120 | -3% | -$24K | |||
| $735K | 0.55% | 1,430 -337 | -19% | -$173K | |||
| $698K | 0.52% | 1,211 +11 | +0.9% | +$6.34K | |||
| $670K | 0.5% | 6,557 | – | – | |||
| $652K | 0.49% | 2,941 -369 | -11% | -$81.8K | |||
| $652K | 0.49% | 2,111 -899 | -30% | -$278K | |||
| $573K | 0.43% | 15,084 +12 | +0.1% | +$456 | |||
| $569K | 0.42% | 1,069 +379 | +55% | +$202K | |||
| $563K | 0.42% | 2,175 -204 | -9% | -$52.8K | |||
| $493K | 0.37% | 4,545 +213 | +5% | +$23.1K | |||
| $437K | 0.33% | 8,204 -10 | -0.1% | -$533 | |||
| $436K | 0.32% | 1,243 +43 | +4% | +$15.1K | |||
| $430K | 0.32% | 2,258 | – | – | |||
| $427K | 0.32% | 10,479 +4 | +0% | +$163 | |||
| $396K | 0.29% | 5,655 -58 | -1% | -$4.06K | |||
| $372K | 0.28% | 3,360 | – | – | |||
| $343K | 0.26% | 12,073 -190 | -2% | -$5.4K | |||
| $332K | 0.25% | 1,951 +28 | +1% | +$4.77K | |||
| $315K | 0.23% | 11,145 +200 | +2% | +$5.66K | |||
| $292K | 0.22% | 1,161 | – | – | |||
| $288K | 0.21% | 2,418 +9 | +0.4% | +$1.07K | |||
| $277K | 0.21% | 1,671 +2 | +0.1% | +$332 | |||
| $274K | 0.2% | 1,306 -187 | -13% | -$39.2K | |||
| $253K | 0.19% | 4,800 +3 | +0.1% | +$158 | |||
| $237K | 0.18% | 4,015 | – | – |
