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
101
$61.6K 0.05%
300
102
$61.1K 0.05%
665
103
$61K 0.05%
166
-85
104
$60.4K 0.05%
243
105
$60.2K 0.04%
316
+58
106
$59.7K 0.04%
1,962
+26
107
$58.8K 0.04%
1,008
+441
108
$58.4K 0.04%
1,583
109
$58.1K 0.04%
451
-29
110
$56K 0.04%
+557
111
$55.3K 0.04%
324
112
$53.4K 0.04%
677
113
$52.9K 0.04%
150
114
$52.7K 0.04%
502
+4
115
$52.2K 0.04%
468
+2
116
$52.1K 0.04%
709
117
$51.7K 0.04%
1,159
+6
118
$51.1K 0.04%
334
+1
119
$50.4K 0.04%
1,619
-107
120
$49.8K 0.04%
119
121
$48.9K 0.04%
5,000
122
$48.8K 0.04%
494
123
$48.3K 0.04%
212
124
$47.7K 0.04%
2,021
+1,902
125
$47.6K 0.04%
1,670
+850
3 4
5
6 7