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
201
$13.9K 0.01%
100
202
$13.3K 0.01%
106
203
$13K 0.01%
323
204
$12.6K 0.01%
151
+3
205
$12.2K 0.01%
55
206
$12.2K 0.01%
300
207
$12.2K 0.01%
511
+10
208
$11.9K 0.01%
17
209
$11.9K 0.01%
201
+1
210
$11.9K 0.01%
26
211
$11.8K 0.01%
100
212
$11.4K 0.01%
70
213
$11.2K 0.01%
100
214
$11.2K 0.01%
50
215
$11K 0.01%
336
216
$10.6K 0.01%
100
217
$10.5K 0.01%
100
218
$10.4K 0.01%
356
+4
219
$10.4K 0.01%
65
220
$10.2K 0.01%
+37
221
$9.55K 0.01%
86
+1
222
$9.48K 0.01%
247
+1
223
$9.4K 0.01%
1,000
224
$9.34K 0.01%
206
225
$9.22K 0.01%
+1,000
7 8
9
10 11