GSC
Ground Swell Capital Portfolio holdings
AUM
$61.2M
This Quarter Return
-0.31%
1 Year Return
+13.35%
3 Year Return
+37.7%
5 Year Return
–
10 Year Return
–
AUM
$38.9M
AUM Growth
+$38.9M
(+126%)
Cap. Flow
+$21.9M
Cap. Flow
% of AUM
56.22%
Top 10 Holdings %
Top 10 Hldgs %
75.42%
Holding
128
New
60
Increased
2
Reduced
5
Closed
61
Top Buys
| 1 |
Apple
AAPL
|
$21.7M |
| 2 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$1.59M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.36M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$909K |
| 5 |
Tesla
TSLA
|
$731K |
Top Sells
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$2.2M |
| 2 |
Qualcomm
QCOM
|
$787K |
| 3 |
Avis
CAR
|
$580K |
| 4 |
Broadcom
AVGO
|
$548K |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
$520K |
Sector Composition
| 1 | Technology | 62.1% |
| 2 | Consumer Discretionary | 6.18% |
| 3 | Financials | 5.21% |
| 4 | Healthcare | 3.5% |
| 5 | Communication Services | 2.94% |
