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
176
$23.2K 0.02%
74
+14
177
$23K 0.02%
1,000
178
$22.4K 0.02%
127
+107
179
$21.2K 0.01%
107
180
$21.2K 0.01%
152
+1
181
$21.1K 0.01%
290
182
$21K 0.01%
400
183
$20.6K 0.01%
1,990
+22
184
$19.9K 0.01%
160
185
$19.7K 0.01%
1,100
186
$19.6K 0.01%
400
187
$18.2K 0.01%
263
188
$18.2K 0.01%
1,715
189
$17.9K 0.01%
98
+1
190
$17.6K 0.01%
27
191
$17.2K 0.01%
302
+1
192
$17K 0.01%
70
193
$17K 0.01%
404
+2
194
$16.2K 0.01%
217
195
$15.9K 0.01%
675
+5
196
$15.7K 0.01%
50
197
$15.3K 0.01%
73
-6
198
$15.3K 0.01%
175
+1
199
$15.2K 0.01%
27
200
$14.4K 0.01%
140
6 7
8
9 10