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
51
$585K 0.48%
5,348
-2,422
52
$550K 0.45%
14,806
-1,581
53
$518K 0.43%
6,680
-1,021
54
$508K 0.42%
1,146
-1,073
55
$503K 0.41%
+6,464
56
$472K 0.39%
10,780
-4,166
57
$426K 0.35%
+11,463
58
$412K 0.34%
2,105
-5,695
59
$409K 0.34%
1,144
-1,620
60
$369K 0.3%
32,649
-32,261
61
$348K 0.29%
6,730
-21,455
62
$323K 0.27%
3,171
-311
63
$317K 0.26%
1,495
-1,392
64
$306K 0.25%
868
-2,993
65
$301K 0.25%
7,457
-7,398
66
$300K 0.25%
2,188
-1,165
67
$297K 0.24%
+1,905
68
$278K 0.23%
12,603
-29,624
69
$261K 0.21%
4,769
-7,782
70
$258K 0.21%
1,136
-1,449
71
$255K 0.21%
1,055
-3,521
72
$233K 0.19%
1,151
+228
73
$226K 0.19%
630
-369
74
$193K 0.16%
31,200
-30,255
75
$92K 0.08%
12,152
-29,328
1 2
3
4 5