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
$31M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.34M
3
+$1.11M
4
ADSK icon
Autodesk
ADSK
+$1.03M
5
AMD icon
Advanced Micro Devices
AMD
+$1.01M

Top Sells

1
+$1.9M
2
+$1.71M
3
+$1.04M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$966K
5
AAPL icon
Apple
AAPL
+$776K

Sector Composition

1 Technology 28.74%
2 Financials 19.55%
3 Healthcare 9.55%
4 Consumer Staples 8.3%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$222K 0.72%
+10,543
52
$222K 0.72%
+2,076
53
$222K 0.72%
+13,860
54
$220K 0.71%
+1,140
55
$219K 0.71%
+22,843
56
$218K 0.7%
+3,018
57
$217K 0.7%
+1,321
58
$217K 0.7%
+943
59
$215K 0.69%
+2,620
60
$213K 0.69%
+3,035
61
$212K 0.68%
+2,184
62
$209K 0.67%
+923
63
$207K 0.67%
+248
64
$207K 0.67%
+1,336
65
$205K 0.66%
1,681
-6,365
66
$200K 0.65%
+5,235
67
$195K 0.63%
+17,316
68
$164K 0.53%
+10,305
69
$155K 0.5%
+12,180
70
$151K 0.49%
+14,627
71
$137K 0.44%
+12,983
72
$131K 0.42%
+14,219
73
$119K 0.38%
+10,742
74
$111K 0.36%
+28,700
75
$104K 0.34%
+13,424
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3
4 5