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
$70.2M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1 +$9.31M
2 +$1.47M
3 +$1.34M
4
AAPL icon
Apple
AAPL
+$1.24M
5
COIN icon
Coinbase
COIN
+$1.23M

Top Sells

1 +$26M
2 +$18.1M
3 +$2.79M
4
COST icon
Costco
COST
+$1.68M
5
ICLR icon
Icon
ICLR
+$1.66M

Sector Composition

1 Technology 25.96%
2 Financials 6.91%
3 Consumer Discretionary 6.31%
4 Healthcare 4.34%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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