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
201
$12.4K 0.01%
+217
202
$12.3K 0.01%
+25
203
$12.2K 0.01%
+400
204
$11.6K 0.01%
+495
205
$11.6K 0.01%
+96
206
$10.8K 0.01%
+100
207
$10.2K 0.01%
+100
208
$10K 0.01%
+245
209
$9.99K 0.01%
+349
210
$9.97K 0.01%
+417
211
$9.72K 0.01%
+4,562
212
$9.68K 0.01%
+500
213
$9.27K 0.01%
+336
214
$9.02K 0.01%
+100
215
$9.02K 0.01%
+155
216
$8.99K 0.01%
+100
217
$8.74K 0.01%
+206
218
$8.71K 0.01%
+217
219
$7.86K 0.01%
+1,000
220
$7.85K 0.01%
+103
221
$7.84K 0.01%
+85
222
$7.73K 0.01%
+70
223
$7.72K 0.01%
+50
224
$7.49K 0.01%
+99
225
$7.4K 0.01%
+100
7 8
9
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