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
101
$71.5K 0.05%
1,183
102
$70.3K 0.05%
948
+22
103
$66.3K 0.04%
324
104
$65.8K 0.04%
634
105
$63.3K 0.04%
1,020
+12
106
$61.8K 0.04%
316
107
$61.1K 0.04%
167
+1
108
$60.9K 0.04%
665
109
$60.5K 0.04%
1,583
110
$60.2K 0.04%
856
111
$58.8K 0.04%
411
+1
112
$56.9K 0.04%
251
113
$56.6K 0.04%
213
+1
114
$56.2K 0.04%
557
115
$55.2K 0.04%
414
-37
116
$53.8K 0.04%
677
117
$52.3K 0.04%
119
118
$52.2K 0.04%
139
+46
119
$52.2K 0.04%
709
120
$52.1K 0.04%
1,166
+7
121
$52.1K 0.04%
128
122
$51.8K 0.03%
1,620
+1
123
$51.4K 0.03%
1,992
+30
124
$50.4K 0.03%
469
+1
125
$49.8K 0.03%
402
3 4
5
6 7