GSC

Ground Swell Capital Portfolio holdings

AUM $50.7M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.49M
3
+$978K
4
AAPL icon
Apple
AAPL
+$968K
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$898K

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.38%
2 Financials 19.56%
3 Healthcare 7.55%
4 Consumer Discretionary 5.74%
5 Communication Services 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$68K 0.3%
+10,479
52
$37K 0.16%
+143
53
$34K 0.15%
+10,340
54
$30K 0.13%
+24,071
55
$27K 0.12%
+12,162
56
$26K 0.12%
+16,180
57
$24K 0.11%
+34,399
58
$22K 0.1%
+60
59
$21K 0.09%
+14,104
60
$20K 0.09%
+10,022
61
$17K 0.08%
+1
62
$5K 0.02%
+14,338
63
$1K ﹤0.01%
+10,677
64
– –
0
1 2
3