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
126
$46.7K 0.03%
150
127
$45.8K 0.03%
1,565
128
$45.7K 0.03%
1,803
+10
129
$45.5K 0.03%
642
+4
130
$45.1K 0.03%
67
131
$43.5K 0.03%
452
132
$43.3K 0.03%
128
133
$43.2K 0.03%
161
134
$42.1K 0.03%
607
135
$42K 0.03%
806
136
$41.7K 0.03%
517
-1,161
137
$41.7K 0.03%
251
+48
138
$41.7K 0.03%
398
+194
139
$41.6K 0.03%
916
+107
140
$41.5K 0.03%
508
+3
141
$40.7K 0.03%
856
-212
142
$39.9K 0.03%
1,200
143
$39.7K 0.03%
402
144
$38K 0.03%
812
+220
145
$37.9K 0.03%
452
146
$37.7K 0.03%
173
147
$36.5K 0.03%
619
+1
148
$35.6K 0.03%
324
149
$33.8K 0.03%
421
150
$33.2K 0.02%
1,000
4 5
6
7 8