GG

Golden Green Portfolio holdings

AUM $95.5M
1-Year Est. Return 20.81%
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$2.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.83M
3
+$3.48M
4
MLPA icon
Global X MLP ETF
MLPA
+$3.46M
5
AMZA icon
InfraCap MLP ETF
AMZA
+$3.36M

Top Sells

1
+$10.5M
2
+$1.11M
3
+$1.11M
4
TTD icon
Trade Desk
TTD
+$1.11M
5
PFE icon
Pfizer
PFE
+$1.11M

Sector Composition

1 Technology 19.95%
2 Financials 7.85%
3 Consumer Discretionary 6.68%
4 Consumer Staples 4.17%
5 Energy 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.94%
13,859
+6,583
27
$1.14M 0.94%
3,452
+411
28
$1.14M 0.93%
21,259
+6,879
29
$1.12M 0.92%
9,708
-728
30
$1.11M 0.91%
+10,022
31
$1.07M 0.88%
5,613
+189
32
$1.03M 0.85%
+4,657
33
$1.03M 0.85%
+16,609
34
$1.02M 0.84%
7,280
+940
35
$1.01M 0.83%
+6,591
36
$984K 0.81%
+3,981
37
$983K 0.81%
22,610
+2,428
38
$974K 0.8%
+19,122
39
$943K 0.78%
4,252
-2,928
40
$892K 0.73%
+59,062
41
$869K 0.71%
+11,667
42
$849K 0.7%
5,214
-1,131
43
$849K 0.7%
2,267
-933
44
$825K 0.68%
5,007
-2,675
45
$754K 0.62%
+18,004
46
$719K 0.59%
+76,128
47
$718K 0.59%
10,367
-16,058
48
$674K 0.55%
+3,218
49
$653K 0.54%
9,660
-4,140
50
$636K 0.52%
1,104
-1,481
1
2
3 4 5