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
126
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-6,302
127
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-1,081
128
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-2,223
129
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-35,061
130
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-11,124
131
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-969
132
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-4,347
133
– –
-15,981
134
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-13,459
135
– –
-2,941
136
– –
-5,575
137
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-49,687
2 3 4 5
6