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
$134M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$2.3M
3
+$518K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$449K
5
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$314K

Top Sells

1
+$1.53M
2
+$680K
3
+$614K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$477K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$278K

Sector Composition

1 Technology 2.92%
2 Financials 1.45%
3 Industrials 1.21%
4 Communication Services 1.13%
5 Healthcare 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13.6K 0.01%
346
+3
202
$13.4K 0.01%
300
203
$13.1K 0.01%
50
204
$13.1K 0.01%
323
205
$12.8K 0.01%
70
206
$12.8K 0.01%
55
207
$12.2K 0.01%
100
208
$11.7K 0.01%
501
+6
209
$11.4K 0.01%
26
+1
210
$11.2K 0.01%
+148
211
$11K 0.01%
+200
212
$10.8K 0.01%
246
+1
213
$10.6K 0.01%
417
214
$10.4K 0.01%
+17
215
$10.2K 0.01%
352
+3
216
$10K 0.01%
100
217
$9.87K 0.01%
336
218
$9.59K 0.01%
500
219
$9.58K 0.01%
85
220
$9.13K 0.01%
206
221
$9.1K 0.01%
155
222
$9.05K 0.01%
100
223
$8.48K 0.01%
65
224
$8.29K 0.01%
+89
225
$8.14K 0.01%
100
7 8
9
10 11