GSC

Ground Swell Capital Portfolio holdings

AUM $48.6M
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.9M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.55M
3
+$1.32M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.24M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.19M

Top Sells

1
+$8.72M
2
+$8.5M
3
+$1.47M
4
COIN icon
Coinbase
COIN
+$1.44M
5
AAPL icon
Apple
AAPL
+$1.43M

Sector Composition

1 Technology 9.62%
2 Consumer Discretionary 6.65%
3 Financials 6.59%
4 Consumer Staples 4.96%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$391K 0.85%
+5,168
27
$389K 0.85%
+16,766
28
$360K 0.78%
+44
29
$347K 0.76%
+3,229
30
$345K 0.75%
+4,017
31
$333K 0.72%
+4,305
32
$332K 0.72%
+2,578
33
$326K 0.71%
+2,706
34
$322K 0.7%
+541
35
$316K 0.69%
+3,025
36
$314K 0.68%
+3,473
37
$311K 0.68%
614
+241
38
$306K 0.67%
1,233
-5,681
39
$303K 0.66%
+517
40
$302K 0.66%
+30,992
41
$302K 0.66%
+7,063
42
$300K 0.65%
+142
43
$295K 0.64%
+578
44
$293K 0.64%
+3,403
45
$292K 0.64%
+923
46
$281K 0.61%
+1,093
47
$281K 0.61%
+757
48
$279K 0.61%
+3,564
49
$278K 0.6%
+1,125
50
$272K 0.59%
+3,739
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