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
26
$749K 0.56%
3,744
-120
27
$735K 0.55%
1,430
-337
28
$698K 0.52%
1,211
+11
29
$670K 0.5%
6,557
30
$652K 0.49%
2,941
-369
31
$652K 0.49%
2,111
-899
32
$573K 0.43%
15,084
+12
33
$569K 0.42%
1,069
+379
34
$563K 0.42%
2,175
-204
35
$493K 0.37%
4,545
+213
36
$437K 0.33%
8,204
-10
37
$436K 0.32%
1,243
+43
38
$430K 0.32%
2,258
39
$427K 0.32%
10,479
+4
40
$396K 0.29%
5,655
-58
41
$372K 0.28%
3,360
42
$343K 0.26%
12,073
-190
43
$332K 0.25%
1,951
+28
44
$315K 0.23%
11,145
+200
45
$292K 0.22%
1,161
46
$288K 0.21%
2,418
+9
47
$277K 0.21%
1,671
+2
48
$274K 0.2%
1,306
-187
49
$253K 0.19%
4,800
+3
50
$237K 0.18%
4,015
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