GG
Golden Green Portfolio holdings
AUM
$95.5M
1-Year Return
20.81%
This Quarter Return
+22.28%
1 Year Return
+20.81%
3 Year Return
+92.55%
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.3%
Holding
126
New
125
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$12.2M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$3.58M |
| 3 |
Invesco Preferred ETF
PGX
|
$3.51M |
| 4 |
Moderna
MRNA
|
$3.46M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$3.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 34.7% |
| 2 | Communication Services | 14.48% |
| 3 | Healthcare | 11.71% |
| 4 | Financials | 7.9% |
| 5 | Consumer Discretionary | 6.02% |