GG
Golden Green Portfolio holdings
AUM
$95.5M
1-Year Return
20.81%
This Quarter Return
+9.81%
1 Year Return
+20.81%
3 Year Return
+92.55%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$8.28M
(+7.7%)
Cap. Flow
+$7.04M
Cap. Flow
% of AUM
6.08%
Top 10 Holdings %
Top 10 Hldgs %
28.9%
Holding
198
New
72
Increased
23
Reduced
65
Closed
35
Top Buys
| 1 |
Global X MLP ETF
MLPA
|
$3.16M |
| 2 |
Alerian MLP ETF
AMLP
|
$3.13M |
| 3 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
$3.05M |
| 4 |
InfraCap MLP ETF
AMZA
|
$2.74M |
| 5 |
Micron Technology
MU
|
$1.14M |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$2.07M |
| 2 |
Invesco Preferred ETF
PGX
|
$1.99M |
| 3 |
XYZ
Block, Inc.
XYZ
|
$1.6M |
| 4 |
PayPal
PYPL
|
$1.44M |
| 5 |
Apple
AAPL
|
$1.27M |
Sector Composition
| 1 | Technology | 24.09% |
| 2 | Healthcare | 10.49% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Financials | 8.41% |
| 5 | Communication Services | 8.15% |
