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
$116M
AUM Growth
+$8.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3.13M
3
+$3.05M
4
AMZA icon
InfraCap MLP ETF
AMZA
+$2.74M
5
MU icon
Micron Technology
MU
+$1.14M

Top Sells

1
+$2.07M
2
+$1.99M
3
+$1.6M
4
PYPL icon
PayPal
PYPL
+$1.44M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.99M 8.62%
81,824
-10,366
2
$4.04M 3.49%
30,863
-2,256
3
$3.15M 2.72%
+95,389
4
$3.13M 2.69%
+102,452
5
$3.05M 2.63%
+96,465
6
$2.74M 2.37%
+115,064
7
$2M 1.72%
8,793
-7,029
8
$1.89M 1.63%
3,628
-1,138
9
$1.81M 1.56%
5,318
-278
10
$1.63M 1.41%
6,718
-5,951
11
$1.55M 1.34%
23,800
-10,530
12
$1.5M 1.3%
39,129
-53,773
13
$1.46M 1.25%
96,993
-132,989
14
$1.4M 1.2%
58,064
+23,538
15
$1.38M 1.19%
8,940
-5,320
16
$1.36M 1.17%
48,311
-1,383
17
$1.35M 1.16%
84,434
+13,534
18
$1.32M 1.14%
4,061
-2,437
19
$1.27M 1.1%
5,396
-2,809
20
$1.26M 1.09%
53,879
-30,577
21
$1.21M 1.04%
5,720
-4,110
22
$1.2M 1.03%
10,810
-3,250
23
$1.14M 0.98%
+12,889
24
$1.11M 0.96%
59,613
-15,259
25
$1.03M 0.89%
66,572
+18,204
1
2 3 4 5