GRR
Golden Reserve Retirement Portfolio holdings
AUM
$312M
1 Year Est. Return
–
AUM
$312M
AUM Growth
+$60.3M
(+24%)
Holding
27
Top Buys
| 1 | +$9.89M | |
| 2 | +$9.63M | |
| 3 | +$4.9M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$4.27M |
| 5 |
Broadcom
AVGO
|
+$3.87M |
Top Sells
| 1 | +$1.44M | |
| 2 | +$828K | |
| 3 | +$518K | |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$378K |
| 5 |
Palantir
PLTR
|
+$299K |
Sector Composition
| 1 | Technology | 1.44% |
| 2 | Consumer Discretionary | 0.18% |
| 3 | Healthcare | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Technology Select Sector SPDR Fund
XLK
$99.2B
| – | – |
-2,510
|
|
||
27
Health Care Select Sector SPDR Fund
XLV
$35.5B
| – | – |
-1,551
|
|