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
$31M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.34M
3
+$1.11M
4
ADSK icon
Autodesk
ADSK
+$1.03M
5
AMD icon
Advanced Micro Devices
AMD
+$1.01M

Top Sells

1
+$1.9M
2
+$1.71M
3
+$1.04M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$966K
5
AAPL icon
Apple
AAPL
+$776K

Sector Composition

1 Technology 28.74%
2 Financials 19.55%
3 Healthcare 9.55%
4 Consumer Staples 8.3%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329K 1.06%
+5,872
27
$314K 1.01%
+1,892
28
$308K 0.99%
+1,618
29
$307K 0.99%
+269
30
$292K 0.94%
+6,441
31
$277K 0.89%
+6,550
32
$277K 0.89%
7,713
+3,556
33
$274K 0.88%
+5,860
34
$271K 0.88%
+6,017
35
$267K 0.86%
+5,303
36
$264K 0.85%
+1,326
37
$263K 0.85%
+2,687
38
$261K 0.84%
1,384
-148
39
$260K 0.84%
+3,695
40
$255K 0.82%
+2,367
41
$245K 0.79%
+2,158
42
$243K 0.78%
+1,316
43
$241K 0.78%
+3,795
44
$238K 0.77%
+1,589
45
$238K 0.77%
+1,263
46
$236K 0.76%
+6,395
47
$234K 0.76%
+1,043
48
$232K 0.75%
+12,487
49
$224K 0.72%
+795
50
$224K 0.72%
+5,354
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