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
-2,080
82
-85
83
-11,746
84
-3,819
85
-19,788
86
-18,332
87
-11,300
88
-1,313
89
-1,976
90
-1,331
91
-1,846
92
-19,967
93
-1,117
94
-37,028
95
-3,718
96
-12,913
97
-7,263
98
-21,278
99
-18,519
100
-29,571