GSC

Ground Swell Capital Portfolio holdings

AUM $48.6M
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$5.79M
3
+$1.66M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.57M
5
COST icon
Costco
COST
+$1.55M

Top Sells

1
+$32.8M
2
+$1.96M
3
+$1,000K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$957K
5
PDD icon
Pinduoduo
PDD
+$947K

Sector Composition

1 Technology 8.4%
2 Healthcare 6.16%
3 Consumer Discretionary 3.73%
4 Consumer Staples 3.2%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$299K 0.29%
+3,221
52
$289K 0.28%
+1,486
53
$288K 0.28%
+206
54
$278K 0.27%
+9,784
55
$277K 0.27%
+1,087
56
$276K 0.27%
+1,145
57
$271K 0.26%
+1,343
58
$270K 0.26%
+9,350
59
$268K 0.26%
+3,621
60
$268K 0.26%
+1,942
61
$266K 0.26%
+2,244
62
$260K 0.25%
+2,511
63
$257K 0.25%
+2,075
64
$251K 0.24%
+4,289
65
$245K 0.24%
+4,898
66
$241K 0.23%
+593
67
$241K 0.23%
+4,273
68
$240K 0.23%
+1,036
69
$225K 0.22%
+2,015
70
$225K 0.22%
+2,035
71
$223K 0.22%
+523
72
$221K 0.21%
+5,120
73
$221K 0.21%
+921
74
$220K 0.21%
+5,205
75
$208K 0.2%
+727
1 2
3
4 5