GG

Golden Green Portfolio holdings

AUM $95.5M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
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 +$3.87M
2 +$3.73M
3 +$3.34M
4
AMZA icon
InfraCap MLP ETF
AMZA
+$3.27M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$3.21M

Top Sells

1 +$10.5M
2 +$1.16M
3 +$1.11M
4
RJF icon
Raymond James Financial
RJF
+$1.11M
5
JEF icon
Jefferies Financial Group
JEF
+$1.1M

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
-1,852
82
-11,746
83
-3,819
84
-19,788
85
-18,519
86
-5,344
87
-5,494
88
-2,325
89
-1,690
90
-3,014
91
-6,302
92
-1,081
93
-15,981
94
-2,080
95
-85
96
-18,332
97
-11,300
98
-1,313
99
-1,976
100
-1,331