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

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
151
$35.4K 0.02%
50
+17
152
$33.9K 0.02%
421
153
$32.9K 0.02%
140
154
$32.7K 0.02%
324
155
$31.8K 0.02%
240
156
$31.1K 0.02%
480
157
$30.3K 0.02%
2,647
-48
158
$29.9K 0.02%
114
159
$29.9K 0.02%
714
+8
160
$29.8K 0.02%
250
+3
161
$29.6K 0.02%
110
162
$29K 0.02%
462
163
$27.8K 0.02%
566
164
$27.8K 0.02%
102
165
$27.5K 0.02%
100
166
$26.9K 0.02%
459
+5
167
$26.8K 0.02%
567
168
$25.9K 0.02%
131
169
$25.9K 0.02%
282
170
$25.5K 0.02%
175
+1
171
$24.4K 0.02%
105
+1
172
$24.4K 0.02%
50
173
$24.3K 0.02%
220
174
$23.8K 0.02%
855
175
$23.4K 0.02%
722