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
$94.9M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1M
3
+$823K
4
CRWD icon
CrowdStrike
CRWD
+$817K
5
BHP icon
BHP
BHP
+$792K

Top Sells

1
+$1.7M
2
+$1.53M
3
+$1.38M
4
XOM icon
Exxon Mobil
XOM
+$1.15M
5
GS icon
Goldman Sachs
GS
+$1.14M

Sector Composition

1 Technology 19.42%
2 Energy 7.56%
3 Consumer Discretionary 5.19%
4 Materials 4.65%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$853K 0.89%
7,800
+520
27
$852K 0.89%
9,398
-624
28
$830K 0.87%
5,735
+521
29
$823K 0.86%
+9,020
30
$817K 0.86%
+4,849
31
$799K 0.84%
4,061
-191
32
$792K 0.83%
+14,091
33
$757K 0.79%
25,879
-1,689
34
$749K 0.78%
22,348
-262
35
$730K 0.76%
+8,862
36
$728K 0.76%
16,714
-506
37
$672K 0.7%
+43,721
38
$664K 0.7%
7,456
-38
39
$662K 0.69%
43,660
-5,170
40
$601K 0.63%
1,255
+151
41
$554K 0.58%
3,708
+2,653
42
$542K 0.57%
7,094
+1,746
43
$491K 0.51%
+25,438
44
$449K 0.47%
6,399
-281
45
$423K 0.44%
+48,953
46
$366K 0.38%
4,364
-643
47
$337K 0.35%
1,070
-74
48
$331K 0.35%
5,985
-479
49
$330K 0.35%
7,887
-2,480
50
$308K 0.32%
10,086
-1,377
1
2
3 4