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
101
– –
-541
102
– –
-2,023
103
– –
-1,482
104
– –
-6,070
105
– –
-669
106
– –
-7,201
107
– –
-1,927
108
– –
-4,766
109
– –
-2,951
110
– –
-2,045
111
– –
-5,494
112
– –
-2,325
113
– –
-338
114
– –
-3,014
115
– –
-3,403
116
– –
-12,378
117
– –
-2,438
118
– –
-3,049
119
– –
-530
120
– –
-5,788
121
– –
-30,692
122
– –
-11,088
123
– –
-1,852
124
– –
-6,302
125
– –
-1,081
2 3 4
5
6