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
126
$49.7K 0.03%
812
127
$49.6K 0.03%
2,021
128
$49.4K 0.03%
1,679
+9
129
$49.1K 0.03%
67
130
$48.9K 0.03%
496
+2
131
$47.8K 0.03%
452
132
$46K 0.03%
1,200
133
$45.5K 0.03%
5,000
134
$45.5K 0.03%
507
+5
135
$45.1K 0.03%
517
136
$44.9K 0.03%
647
+5
137
$44.7K 0.03%
409
+11
138
$44K 0.03%
1,814
+11
139
$44K 0.03%
161
140
$42.2K 0.03%
612
+5
141
$41.9K 0.03%
150
142
$41.4K 0.03%
511
+3
143
$41.2K 0.03%
452
144
$40.7K 0.03%
621
+2
145
$40.4K 0.03%
+601
146
$40.2K 0.03%
1,565
147
$38.4K 0.03%
174
+1
148
$37.3K 0.03%
861
-55
149
$37.2K 0.02%
1,087
150
$36K 0.02%
806
4 5
6
7 8