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
$128M
AUM Growth
-$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.59M
3
+$3.59M
4
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$3.59M
5
PSK icon
State Street SPDR ICE Preferred Securities ETF
PSK
+$2.65M

Top Sells

1
+$1.72M
2
+$1.65M
3
+$1.41M
4
MLPA icon
Global X MLP ETF
MLPA
+$1.33M
5
NIO icon
NIO
NIO
+$1.3M

Sector Composition

1 Technology 22.19%
2 Healthcare 13.35%
3 Financials 8.32%
4 Communication Services 7.29%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
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