GSC

Ground Swell Capital Portfolio holdings

AUM $61.2M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
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
+$3.99M
2
+$1.71M
3
+$1.07M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.04M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$966K

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 0.26%
+10,479
52
$37K 0.14%
+143
53
$34K 0.13%
+10,340
54
$30K 0.11%
+24,071
55
$27K 0.1%
+12,162
56
$26K 0.1%
+16,180
57
$24K 0.09%
+34,399
58
$22K 0.08%
+359
59
$21K 0.08%
+14,104
60
$20K 0.08%
+10,022
61
$17K 0.07%
+1
62
$5K 0.02%
+14,338
63
$1K ﹤0.01%
+10,677
64
– –
0
1 2
3