GRR

Golden Reserve Retirement Portfolio holdings

AUM $542M
1-Year Est. Return 15.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$9.63M
3
+$4.9M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.27M
5
AVGO icon
Broadcom
AVGO
+$3.87M

Top Sells

1
+$1.44M
2
+$828K
3
+$518K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$378K
5
PLTR icon
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
– –
-5,020
27
– –
-1,551
1
2