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
$94.9M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1M
3
+$823K
4
CRWD icon
CrowdStrike
CRWD
+$817K
5
BHP icon
BHP
BHP
+$792K

Top Sells

1
+$1.7M
2
+$1.53M
3
+$1.38M
4
XOM icon
Exxon Mobil
XOM
+$1.15M
5
GS icon
Goldman Sachs
GS
+$1.14M

Sector Composition

1 Technology 19.42%
2 Energy 7.56%
3 Consumer Discretionary 5.19%
4 Materials 4.65%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-630
77
– –
-19,122
78
– –
-13,859
79
– –
-10,162
80
– –
-12,312
81
– –
-37,105
82
– –
-1,136
83
– –
-21,259
84
– –
-11,667
85
– –
-2,105
86
– –
-3,452
87
– –
-12,603
88
– –
-2,390
89
– –
-32,649
90
– –
-3,218
91
– –
-16,609
1 2 3
4