GSC

Ground Swell Capital Portfolio holdings

AUM $61.2M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$6.02M
3
+$1.68M
4
ICLR icon
Icon
ICLR
+$1.66M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.62M

Top Sells

1
+$33M
2
+$1.96M
3
+$1,000K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$957K
5
PDD icon
Pinduoduo
PDD
+$947K

Sector Composition

1 Technology 8.4%
2 Healthcare 6.17%
3 Consumer Discretionary 3.73%
4 Consumer Staples 3.16%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1
227
– –
-28,171
228
– –
-1,298
229
– –
-207
6 7 8 9
10