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
151
$31.5K 0.02%
+240
152
$31.4K 0.02%
+592
153
$30.9K 0.02%
+480
154
$30.5K 0.02%
+93
155
$30K 0.02%
+227
156
$29.6K 0.02%
+438
157
$28.5K 0.02%
+140
158
$28.5K 0.02%
+855
159
$28K 0.02%
+2,647
160
$27.9K 0.02%
+245
161
$27.3K 0.02%
+461
162
$26.1K 0.02%
+114
163
$25.8K 0.02%
+110
164
$25.7K 0.02%
+281
165
$25.4K 0.02%
+1,000
166
$24.9K 0.02%
+567
167
$24.3K 0.02%
+722
168
$23.7K 0.02%
+151
169
$23.5K 0.02%
+449
170
$23.5K 0.02%
+104
171
$23.4K 0.02%
+204
172
$23K 0.02%
+160
173
$22.9K 0.02%
+107
174
$22.7K 0.02%
+753
175
$22.5K 0.02%
+820