GSC

Ground Swell Capital Portfolio holdings

AUM $45.7M
1-Year Est. Return 25.65%
This Quarter Est. Return
1 Year Est. Return
+25.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.9M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,331
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$644K
3 +$424K
4
VTRS icon
Viatris
VTRS
+$359K
5
CHTR icon
Charter Communications
CHTR
+$331K

Sector Composition

1 Technology 15.08%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.42%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$44K 0.08%
291
+141
252
$43K 0.08%
+1,124
253
$43K 0.08%
489
+151
254
$43K 0.08%
329
+135
255
$43K 0.08%
1,552
+1,452
256
$43K 0.08%
1,137
+357
257
$43K 0.08%
+3,505
258
$42K 0.08%
+350
259
$42K 0.08%
531
+177
260
$42K 0.08%
1,740
+394
261
$42K 0.08%
441
+135
262
$42K 0.08%
480
+162
263
$42K 0.08%
1,120
+554
264
$42K 0.08%
+2,283
265
$41K 0.08%
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266
$41K 0.08%
+2,493
267
$41K 0.08%
780
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$41K 0.08%
504
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269
$41K 0.08%
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270
$40K 0.08%
1,559
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271
$40K 0.08%
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272
$40K 0.08%
+3,020
273
$40K 0.08%
243
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274
$40K 0.08%
505
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275
$40K 0.08%
+627