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
76
$66K 0.05%
2,390
-12,440
77
$54K 0.04%
12,312
-20,408
78
$52K 0.04%
23,378
-27,643
79
$34K 0.03%
3,200
-3,060
80
$6K ﹤0.01%
25,000
81
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-669
82
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-18,519
83
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-16,452
84
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-2,080
85
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-85
86
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-11,746
87
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-3,819
88
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-19,788
89
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90
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-11,300
91
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-1,313
92
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-1,976
93
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-1,846
95
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-19,967
96
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-37,028
98
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-3,718
99
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-12,913
100
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-7,263
2 3
4
5 6