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
401
$27K 0.05%
1,164
+390
402
$27K 0.05%
65
+58
403
$27K 0.05%
460
+153
404
$27K 0.05%
222
+76
405
$27K 0.05%
162
+96
406
$27K 0.05%
+708
407
$27K 0.05%
619
+493
408
$27K 0.05%
405
+326
409
$27K 0.05%
+1,030
410
$27K 0.05%
700
+538
411
$27K 0.05%
+4
412
$27K 0.05%
+623
413
$27K 0.05%
+858
414
$27K 0.05%
204
+60
415
$27K 0.05%
+500
416
$26K 0.05%
+531
417
$26K 0.05%
+351
418
$26K 0.05%
+2,112
419
$26K 0.05%
+228
420
$26K 0.05%
2,235
+753
421
$26K 0.05%
573
+523
422
$26K 0.05%
102
+34
423
$26K 0.05%
511
+496
424
$26K 0.05%
752
+440
425
$26K 0.05%
2,610
+810