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
76
$121K 0.09%
324
77
$114K 0.08%
521
+3
78
$112K 0.08%
1,200
79
$102K 0.08%
310
+2
80
$102K 0.08%
1,127
-79
81
$101K 0.08%
2,778
82
$99.4K 0.07%
4,377
+78
83
$94.3K 0.07%
2,318
84
$88.9K 0.07%
852
+2
85
$88K 0.07%
2,270
+21
86
$87.2K 0.06%
1,703
-777
87
$85.3K 0.06%
1,043
-5,838
88
$81K 0.06%
865
89
$78.4K 0.06%
844
90
$76.7K 0.06%
7,646
+24
91
$76.1K 0.06%
1,183
92
$76K 0.06%
1,524
93
$74.7K 0.06%
926
-40
94
$72.6K 0.05%
928
95
$72K 0.05%
349
+1
96
$70.4K 0.05%
295
97
$69.8K 0.05%
259
98
$69.3K 0.05%
634
99
$68.5K 0.05%
410
+1
100
$63.5K 0.05%
245
+38
2 3
4
5 6