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
$45.9M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.55M
3
+$1.31M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.15M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.1M

Top Sells

1
+$8.62M
2
+$8.06M
3
+$1.52M
4
SPGI icon
S&P Global
SPGI
+$1.47M
5
COIN icon
Coinbase
COIN
+$1.41M

Sector Composition

1 Technology 9.62%
2 Consumer Discretionary 6.65%
3 Financials 6.52%
4 Consumer Staples 4.96%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$391K 0.59%
+5,168
27
$389K 0.58%
+16,766
28
$360K 0.54%
+44
29
$347K 0.52%
+3,229
30
$345K 0.52%
+4,017
31
$333K 0.5%
+4,305
32
$332K 0.5%
+2,578
33
$326K 0.49%
+2,706
34
$322K 0.48%
+541
35
$316K 0.48%
+3,025
36
$314K 0.47%
+3,473
37
$311K 0.47%
614
+241
38
$306K 0.46%
1,233
-5,681
39
$303K 0.46%
+517
40
$302K 0.45%
+30,992
41
$302K 0.45%
+7,063
42
$300K 0.45%
+142
43
$295K 0.44%
+578
44
$293K 0.44%
+3,403
45
$292K 0.44%
+923
46
$281K 0.42%
+1,093
47
$281K 0.42%
+757
48
$279K 0.42%
+3,564
49
$278K 0.42%
+1,125
50
$272K 0.41%
+3,739
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