GSC
Ground Swell Capital Portfolio holdings
AUM
$45.7M
1-Year Est. Return
25.65%
1 Year Est. Return
+25.65%
AUM
$61.2M
AUM Growth
+$17.3M
(+39%)
Holding
286
Top Buys
| 1 | +$32.2M | |
| 2 | +$6.65M | |
| 3 | +$965K | |
| 4 |
State Street SPDR S&P Regional Banking ETF
KRE
|
+$905K |
| 5 |
iShares Global Healthcare ETF
IXJ
|
+$677K |
Top Sells
| 1 | +$1.65M | |
| 2 | +$1.6M | |
| 3 | +$1.39M | |
| 4 |
NXP Semiconductors
NXPI
|
+$1.33M |
| 5 |
Texas Instruments
TXN
|
+$1.01M |
Sector Composition
| 1 | Technology | 5.18% |
| 2 | Consumer Discretionary | 4.28% |
| 3 | Financials | 3.84% |
| 4 | Industrials | 3.37% |
| 5 | Healthcare | 3.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Tesla
TSLA
$1.46T
| – | – |
0
|
|
||
|
277
Texas Instruments
TXN
$174B
| – | – |
-5,605
|
|
||
278
UDR
UDR
$12.4B
| – | – |
-4,735
|
|
||
279
UnitedHealth
UNH
$300B
| – | – |
-545
|
|
||
280
Vanguard Materials ETF
VAW
$3.07B
| – | – |
-1,528
|
|
||
281
Vanguard Small-Cap ETF
VB
$73.7B
| – | – |
-1,251
|
|
||
282
Vanguard Small-Cap Growth ETF
VBK
$22.2B
| – | – |
-2,373
|
|
||
283
Vanguard FTSE Developed Markets ETF
VEA
$202B
| – | – |
-9,595
|
|
||
284
Vista Gold
VGZ
$280M
| – | – |
-18,261
|
|
||
|
WW
285
DELISTED
WW International
WW
| – | – |
-12,044
|
|
||
286
Woodward
WWD
$20B
| – | – |
-1,439
|
|