GG

Golden Green Portfolio holdings

AUM $95.5M
1-Year Est. Return 20.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$11.1M
2 +$3.47M
3 +$3.45M
4
MRNA icon
Moderna
MRNA
+$3.35M
5
XYZ
Block Inc
XYZ
+$3.09M

Top Sells

No sells this quarter

Sector Composition

1 Technology 34.7%
2 Communication Services 14.48%
3 Healthcare 11.49%
4 Financials 8.11%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0