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
$94.9M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1M
3
+$823K
4
CRWD icon
CrowdStrike
CRWD
+$817K
5
BHP icon
BHP
BHP
+$792K

Top Sells

1
+$1.7M
2
+$1.53M
3
+$1.38M
4
XOM icon
Exxon Mobil
XOM
+$1.15M
5
GS icon
Goldman Sachs
GS
+$1.14M

Sector Composition

1 Technology 19.42%
2 Energy 7.56%
3 Consumer Discretionary 5.19%
4 Materials 4.65%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.57M 10.02%
70,036
-542
2
$8.7M 9.11%
228,210
+2,369
3
$8.18M 8.56%
221,880
+4,468
4
$8.08M 8.46%
234,453
+3,242
5
$7.42M 7.77%
279,665
+6,303
6
$4.7M 4.92%
142,837
-4,455
7
$4.43M 4.64%
358,864
-1,782
8
$4.24M 4.44%
76,943
+49,245
9
$3.56M 3.73%
212,304
-101,480
10
$1.79M 1.88%
49,976
-984
11
$1.7M 1.78%
6,608
-184
12
$1.2M 1.26%
4,390
-45
13
$1.15M 1.21%
24,425
-820
14
$1.13M 1.18%
45,252
-20,445
15
$1.13M 1.18%
10,592
+712
16
$1.07M 1.13%
11,974
+442
17
$1.07M 1.12%
13,744
-486
18
$1.05M 1.1%
8,260
-32
19
$1.04M 1.09%
4,984
+327
20
$1M 1.05%
+17,054
21
$993K 1.04%
13,057
-264
22
$992K 1.04%
4,018
+37
23
$957K 1%
6,656
+65
24
$946K 0.99%
5,734
+4,239
25
$855K 0.9%
58,979
-83
1
2 3 4