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
$54.5M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.22M
3
+$1.42M
4
QCOM icon
Qualcomm
QCOM
+$808K
5
FI icon
Fiserv
FI
+$666K

Top Sells

1
+$21.7M
2
+$1.59M
3
+$909K
4
TSLA icon
Tesla
TSLA
+$731K
5
BIDU icon
Baidu
BIDU
+$721K

Sector Composition

1 Technology 28.58%
2 Consumer Discretionary 9.61%
3 Healthcare 7.05%
4 Communication Services 6.22%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$471K 0.86%
3,868
+2,247
27
$451K 0.83%
+4,939
28
$450K 0.83%
+10,550
29
$445K 0.82%
+2,857
30
$443K 0.81%
+11,688
31
$430K 0.79%
+1,658
32
$429K 0.79%
+6,939
33
$423K 0.78%
+12,909
34
$421K 0.77%
+1,385
35
$417K 0.76%
+2,853
36
$413K 0.76%
+4,609
37
$412K 0.76%
+2,403
38
$408K 0.75%
+871
39
$392K 0.72%
+4,026
40
$392K 0.72%
+296
41
$389K 0.71%
+5,090
42
$389K 0.71%
+4,197
43
$384K 0.7%
+2,133
44
$382K 0.7%
+1,196
45
$381K 0.7%
+2,732
46
$364K 0.67%
+6,626
47
$362K 0.66%
+613
48
$358K 0.66%
+6,172
49
$358K 0.66%
+1,754
50
$357K 0.65%
+6,776
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