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
$54.5M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.22M
3
+$1.42M
4
QCOM icon
Qualcomm
QCOM
+$808K
5
FI icon
Fiserv
FI
+$666K

Top Sells

1
+$21.7M
2
+$1.59M
3
+$909K
4
TSLA icon
Tesla
TSLA
+$731K
5
BIDU icon
Baidu
BIDU
+$721K

Sector Composition

1 Technology 28.58%
2 Consumer Discretionary 9.61%
3 Healthcare 7.05%
4 Communication Services 6.22%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$356K 0.65%
+928
52
$334K 0.61%
1,632
+768
53
$325K 0.6%
+3,645
54
$322K 0.59%
+13,545
55
$313K 0.57%
+4,274
56
$301K 0.55%
+1,727
57
$297K 0.54%
+1,240
58
$293K 0.54%
+2,157
59
$275K 0.5%
+1,394
60
$274K 0.5%
+4,154
61
$270K 0.5%
+3,236
62
$269K 0.49%
+4,033
63
$259K 0.48%
+2,780
64
$258K 0.47%
+3,444
65
$256K 0.47%
+6,683
66
$255K 0.47%
+5,186
67
$252K 0.46%
+3,729
68
$240K 0.44%
+5,109
69
$238K 0.44%
+3,330
70
$230K 0.42%
+2,258
71
$229K 0.42%
+1,356
72
$229K 0.42%
+948
73
$225K 0.41%
+15,585
74
$224K 0.41%
+2,293
75
$223K 0.41%
+4,587
1 2
3
4 5