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GSC

Ground Swell Capital Portfolio holdings

AUM $50.7M
1-Year Est. Return 30.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.9M
AUM Growth
-$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.66M
3
+$1.49M
4
TXN icon
Texas Instruments
TXN
+$1.05M
5
AMAT icon
Applied Materials
AMAT
+$977K

Top Sells

1
+$7.58M
2
+$1.55M
3
+$1.31M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.18M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.15M

Sector Composition

1 Technology 25.93%
2 Financials 12.78%
3 Consumer Discretionary 9.46%
4 Industrials 6.57%
5 Healthcare 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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-10,258
277
– –
-8,744
278
– –
-605
279
– –
-513
280
– –
-2,097
281
– –
-10,120
282
– –
-113,728
283
– –
-3,738
284
– –
-3,564
8 9 10 11
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