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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
$124M
AUM Growth
-$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.4M
3
+$1.4M
4
JEF icon
Jefferies Financial Group
JEF
+$1.14M
5
EXPE icon
Expedia Group
EXPE
+$1.12M

Top Sells

1
+$9.9M
2
+$1.46M
3
+$1.25M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$898K
5
FLNA
Filana Therapeutics
FLNA
+$898K

Sector Composition

1 Technology 25.88%
2 Financials 11.72%
3 Communication Services 7.59%
4 Consumer Discretionary 7.5%
5 Healthcare 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
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