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GG
Golden Green Portfolio holdings
AUM
$97.4M
1-Year Est. Return
20.83%
This Fund
S&P 500
This Quarter
Est. Return
+22.3%
1 Year Est. Return
+20.83%
3 Year Est. Return
+92.44%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
93.09%
Top 10 Holdings %
Top 10 Hldgs %
36.27%
Holding
128
New
128
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$11.1M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
+$3.47M |
| 3 |
Invesco Preferred ETF
PGX
|
+$3.45M |
| 4 |
Moderna
MRNA
|
+$3.35M |
| 5 |
XYZ
Block Inc
XYZ
|
+$3.09M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.67% |
| 2 | Communication Services | 14.47% |
| 3 | Healthcare | 11.48% |
| 4 | Financials | 8.1% |
| 5 | Consumer Discretionary | 6.01% |
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Golden Green's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Golden Green, which disclosed 128 positions worth $108M. Its ten largest holdings account for 36% of the portfolio.
Its largest position is Apple: 92,190 shares worth $12.2M.
By sector, the portfolio is most concentrated in Technology at 35% of assets, followed by Communication Services and Healthcare.
- Golden Green's largest Q4 2020 buy was Apple: 92,190 shares worth $12.2M.
- Golden Green's ten largest holdings make up 36% of its $108M portfolio in Q4 2020.
- Golden Green disclosed 128 positions in Q4 2020, its first 13F filing on record.
Based on Golden Green's 13F filing for Q4 2020, filed 25 Jan 2021.