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
$96.9M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.07M
3
+$973K
4
WFC icon
Wells Fargo
WFC
+$954K
5
C icon
Citigroup
C
+$945K

Top Sells

1
+$3.41M
2
+$1.13M
3
+$998K
4
TWLO icon
Twilio
TWLO
+$821K
5
BG icon
Bunge Global
BG
+$763K

Sector Composition

1 Technology 18.57%
2 Financials 8.61%
3 Energy 6.2%
4 Consumer Discretionary 6.15%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$82.7K 0.09%
1,850
-840
77
$70.8K 0.07%
+12,310
78
$12.6K 0.01%
10,392
-799
79
– –
-6,437
80
– –
-4,290
81
– –
-21,853
82
– –
-9,239
83
– –
-34,702
84
– –
-4,540
85
– –
-26,422
86
– –
-12,637
87
– –
-5,445
88
– –
-11,875
89
– –
-43,548
1 2 3
4