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GSC

Ground Swell Capital Portfolio holdings

AUM $50.7M
1-Year Est. Return 30.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.9M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,331
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$733K
3
+$409K
4
VTRS icon
Viatris
VTRS
+$384K
5
CHTR icon
Charter Communications
CHTR
+$347K

Top Sells

1
+$14.1M
2
+$1.09M
3
+$832K
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$780K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$636K

Sector Composition

1 Technology 15.03%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.14%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$21K 0.04%
382
+57
502
$21K 0.04%
+450
503
$21K 0.04%
700
+133
504
$21K 0.04%
179
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505
$21K 0.04%
594
+198
506
$21K 0.04%
+1,079
507
$21K 0.04%
830
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508
$21K 0.04%
194
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509
$21K 0.04%
+643
510
$21K 0.04%
+380
511
$21K 0.04%
333
-477
512
$21K 0.04%
+384
513
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514
$21K 0.04%
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515
$21K 0.04%
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516
$21K 0.04%
200
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517
$21K 0.04%
765
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518
$21K 0.04%
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519
$21K 0.04%
+1,045
520
$20K 0.04%
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521
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522
$20K 0.04%
348
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523
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252
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524
$20K 0.04%
1,162
+1,108
525
$20K 0.04%
1,479
+483
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