We are live on ! Find out more
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
551
$19K 0.04%
858
+648
552
$19K 0.04%
285
+101
553
$19K 0.04%
285
+250
554
$19K 0.04%
862
-424
555
$19K 0.04%
562
+199
556
$19K 0.04%
+200
557
$19K 0.04%
528
+82
558
$19K 0.04%
+626
559
$19K 0.04%
108
+40
560
$19K 0.04%
400
561
$19K 0.04%
601
+415
562
$19K 0.04%
851
-413
563
$19K 0.04%
+385
564
$19K 0.04%
132
+46
565
$19K 0.04%
462
+166
566
$19K 0.04%
+306
567
$19K 0.04%
+147
568
$19K 0.04%
1,258
+660
569
$19K 0.04%
+1,525
570
$19K 0.04%
+802
571
$19K 0.04%
+300
572
$19K 0.04%
+823
573
$19K 0.04%
+1,321
574
$19K 0.04%
+1,834
575
$19K 0.04%
614
+514
21 22
23
24 25