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
126
$48.4K 0.04%
+333
127
$47.6K 0.04%
+1,793
128
$45.7K 0.03%
+638
129
$44.7K 0.03%
+402
130
$44.1K 0.03%
+1,565
131
$42.7K 0.03%
+452
132
$42.6K 0.03%
+128
133
$42.5K 0.03%
+550
134
$40.9K 0.03%
+324
135
$40K 0.03%
+203
136
$39.7K 0.03%
+505
137
$39.5K 0.03%
+152
138
$39.1K 0.03%
+150
139
$38.8K 0.03%
+806
140
$38.3K 0.03%
+600
141
$38.2K 0.03%
+67
142
$35.3K 0.03%
+567
143
$35.1K 0.03%
+618
144
$34.7K 0.03%
+452
145
$34.6K 0.03%
+1,000
146
$34.5K 0.03%
+421
147
$34.2K 0.03%
+566
148
$32.3K 0.02%
+809
149
$32.2K 0.02%
+1,087
150
$31.7K 0.02%
+173