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
$103M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$6.02M
3
+$1.68M
4
ICLR icon
Icon
ICLR
+$1.66M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.62M

Top Sells

1
+$33M
2
+$1.96M
3
+$1,000K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$957K
5
PDD icon
Pinduoduo
PDD
+$947K

Sector Composition

1 Technology 8.4%
2 Healthcare 6.17%
3 Consumer Discretionary 3.73%
4 Consumer Staples 3.16%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$485K 0.38%
+21,878
27
$483K 0.37%
+21,314
28
$479K 0.37%
+8,837
29
$470K 0.36%
+12,521
30
$464K 0.36%
+3,518
31
$459K 0.35%
+1,943
32
$436K 0.34%
2,937
+876
33
$423K 0.33%
+4,329
34
$421K 0.33%
+2,369
35
$413K 0.32%
+2,842
36
$405K 0.31%
+15,000
37
$392K 0.3%
+15,510
38
$391K 0.3%
+9,698
39
$390K 0.3%
+2,592
40
$369K 0.29%
+10,780
41
$347K 0.27%
1,520
-2,822
42
$342K 0.26%
+1,708
43
$339K 0.26%
+5,181
44
$338K 0.26%
+1,571
45
$334K 0.26%
+11,254
46
$333K 0.26%
+4,241
47
$326K 0.25%
+1,848
48
$323K 0.25%
+6,769
49
$311K 0.24%
+5,828
50
$305K 0.24%
+2,797
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