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
$96.9M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.07M
3
+$973K
4
WFC icon
Wells Fargo
WFC
+$954K
5
C icon
Citigroup
C
+$945K

Top Sells

1
+$3.41M
2
+$1.13M
3
+$998K
4
TWLO icon
Twilio
TWLO
+$821K
5
BG icon
Bunge Global
BG
+$763K

Sector Composition

1 Technology 18.57%
2 Financials 8.61%
3 Energy 6.2%
4 Consumer Discretionary 6.15%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$945K 0.98%
+20,899
27
$945K 0.98%
+70,795
28
$912K 0.94%
6,019
-227
29
$902K 0.93%
8,176
-2,238
30
$900K 0.93%
+10,275
31
$893K 0.92%
6,894
-2,163
32
$893K 0.92%
2,440
+1,779
33
$872K 0.9%
2,509
+12
34
$836K 0.86%
11,984
+1,218
35
$807K 0.83%
2,151
-232
36
$803K 0.83%
3,876
-84
37
$745K 0.77%
16,981
-232
38
$745K 0.77%
11,823
-3,495
39
$735K 0.76%
6,226
-1,751
40
$719K 0.74%
37,407
-1,843
41
$708K 0.73%
3,946
-1,064
42
$701K 0.72%
18,919
-945
43
$689K 0.71%
2,231
-2
44
$685K 0.71%
+6,173
45
$648K 0.67%
8,736
+25
46
$632K 0.65%
43,260
+740
47
$622K 0.64%
+3,578
48
$604K 0.62%
9,727
-162
49
$599K 0.62%
1,780
-59
50
$595K 0.61%
24,065
-372
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2
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