GK

Graney & King Portfolio holdings

AUM $171M
1-Year Est. Return 12.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$766K
3
+$392K
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$373K
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$325K

Top Sells

1
+$13.1M
2
+$1.37M
3
+$186K
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$145K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$132K

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
51
$252K 0.17%
406
52
$250K 0.17%
4,015
53
$240K 0.16%
1,144
54
$237K 0.16%
4,539
-261
55
$232K 0.16%
729
+484
56
$210K 0.14%
1,077
57
$200K 0.13%
5,447
+4,447
58
$196K 0.13%
2,957
+2
59
$183K 0.12%
988
-318
60
$181K 0.12%
328
61
$171K 0.12%
173
+11
62
$171K 0.11%
5,669
+22
63
$170K 0.11%
2,360
64
$169K 0.11%
1,260
+60
65
$162K 0.11%
776
66
$160K 0.11%
2,882
67
$158K 0.11%
1,444
-58
68
$156K 0.1%
623
+3
69
$155K 0.1%
872
70
$153K 0.1%
1,389
-15
71
$150K 0.1%
1,536
+128
72
$147K 0.1%
1,770
+727
73
$145K 0.1%
1,994
+2
74
$145K 0.1%
4,333
+40
75
$144K 0.1%
1,092
+2
1 2
3
4 5