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
$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
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$11.7M
5
VLU icon
State Street 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
176
$21.7K 0.02%
+179
177
$20.3K 0.02%
+290
178
$19.8K 0.01%
+400
179
$19.7K 0.01%
+100
180
$19K 0.01%
+400
181
$18.9K 0.01%
+33
182
$18.8K 0.01%
+1,968
183
$17.8K 0.01%
+1,100
184
$17.7K 0.01%
+50
185
$16.5K 0.01%
+27
186
$16K 0.01%
+1,715
187
$16K 0.01%
+161
188
$16K 0.01%
+84
189
$15.8K 0.01%
+70
190
$15.6K 0.01%
+263
191
$15.5K 0.01%
+70
192
$14.5K 0.01%
+343
193
$14.2K 0.01%
+28
194
$13.8K 0.01%
+172
195
$13.6K 0.01%
+55
196
$13.1K 0.01%
+300
197
$13.1K 0.01%
+50
198
$12.8K 0.01%
+323
199
$12.7K 0.01%
+140
200
$12.4K 0.01%
+100
6 7
8
9 10