GK

Graney & King Portfolio holdings

AUM $186M
1-Year Est. Return 15.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$1.69M
3
+$1.36M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.15M
5
EIPX icon
FT Energy Income Partners Strategy ETF
EIPX
+$1.13M

Top Sells

1
+$16.2M
2
+$11.8M
3
+$826K
4
GPIX icon
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
+$759K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$384K

Sector Composition

1 Technology 3.44%
2 Industrials 1.5%
3 Financials 1.46%
4 Communication Services 1.32%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$27.1K 0.02%
140
177
$25.9K 0.02%
391
-68
178
$25.8K 0.02%
75
+1
179
$24.6K 0.02%
1,000
180
$23.9K 0.02%
283
+1
181
$23.3K 0.02%
1,100
182
$23K 0.02%
722
183
$22.2K 0.02%
112
+1
184
$22.1K 0.02%
855
185
$21.5K 0.01%
152
186
$21.4K 0.01%
160
187
$21.3K 0.01%
290
188
$20.6K 0.01%
107
189
$19.9K 0.01%
216
190
$19.8K 0.01%
1,715
191
$19.2K 0.01%
406
+2
192
$19.2K 0.01%
400
193
$18.7K 0.01%
304
+2
194
$18.3K 0.01%
655
-20
195
$18K 0.01%
263
196
$18K 0.01%
2,003
+13
197
$16.8K 0.01%
177
+2
198
$16.7K 0.01%
70
199
$16.1K 0.01%
+107
200
$16K 0.01%
99
+1
6 7
8
9 10