GK

Graney & King Portfolio holdings

AUM $149M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$17.9M
3
+$13.1M
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$11.7M
5
VLU icon
SPDR S&P 1500 Value Tilt ETF
VLU
+$5.36M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.26%
2 Financials 1.22%
3 Industrials 1.16%
4 Communication Services 1.1%
5 Consumer Discretionary 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$68.7K 0.05%
+928
102
$67.9K 0.05%
+1,583
103
$61.2K 0.05%
+480
104
$60.6K 0.05%
+1,068
105
$59.5K 0.04%
+1,936
106
$59.2K 0.04%
+409
107
$59K 0.04%
+324
108
$58.5K 0.04%
+634
109
$57.5K 0.04%
+5,000
110
$56.3K 0.04%
+665
111
$55.3K 0.04%
+466
112
$53.7K 0.04%
+161
113
$53.4K 0.04%
+243
114
$53K 0.04%
+1,726
115
$52.8K 0.04%
+677
116
$52.5K 0.04%
+212
117
$52.2K 0.04%
+607
118
$52K 0.04%
+906
119
$51.3K 0.04%
+150
120
$51K 0.04%
+709
121
$50.4K 0.04%
+119
122
$50.3K 0.04%
+1,153
123
$49.4K 0.04%
+498
124
$49.2K 0.04%
+258
125
$49.1K 0.04%
+494
3 4
5
6 7