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
51
$228K 0.17%
406
+239
52
$223K 0.17%
3,498
53
$215K 0.16%
705
-30
54
$204K 0.15%
832
+59
55
$201K 0.15%
1,077
+2
56
$195K 0.15%
1,144
57
$189K 0.14%
2,955
+2
58
$170K 0.13%
5,647
+14
59
$167K 0.12%
1,751
+10
60
$163K 0.12%
1,090
-18
61
$154K 0.11%
328
+106
62
$153K 0.11%
162
+13
63
$148K 0.11%
2,882
64
$147K 0.11%
1,502
+1
65
$145K 0.11%
1,404
+3
66
$145K 0.11%
776
-115
67
$136K 0.1%
872
+1
68
$136K 0.1%
861
69
$131K 0.1%
1,992
+1
70
$131K 0.1%
4,293
+35
71
$131K 0.1%
158
+13
72
$130K 0.1%
620
+3
73
$129K 0.1%
2,360
+1,360
74
$128K 0.1%
5,346
+17
75
$124K 0.09%
1,408
+89
1 2
3
4 5