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
$70.2M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$1.47M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.24M
5
COIN icon
Coinbase
COIN
+$1.23M

Top Sells

1
+$26M
2
+$18.1M
3
+$2.79M
4
COST icon
Costco
COST
+$1.68M
5
ICLR icon
Icon
ICLR
+$1.66M

Sector Composition

1 Technology 25.96%
2 Financials 6.91%
3 Consumer Discretionary 6.31%
4 Healthcare 4.34%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$271K 0.24%
1,300
-271
52
$267K 0.23%
+3,013
53
$263K 0.23%
+1,679
54
$260K 0.23%
+293
55
$258K 0.23%
+1,386
56
$258K 0.23%
+4,945
57
$258K 0.23%
+5,085
58
$257K 0.23%
+14,797
59
$257K 0.23%
+5,096
60
$256K 0.23%
+201
61
$256K 0.23%
+1,610
62
$256K 0.22%
+1,880
63
$255K 0.22%
+2,656
64
$254K 0.22%
+1,656
65
$243K 0.21%
+5,430
66
$242K 0.21%
+1,795
67
$240K 0.21%
+939
68
$238K 0.21%
+3,087
69
$233K 0.21%
1,292
-3,736
70
$232K 0.2%
+2,495
71
$232K 0.2%
1,730
-1,207
72
$231K 0.2%
+9,016
73
$225K 0.2%
+4,912
74
$223K 0.2%
+5,822
75
$222K 0.2%
+6,380
1 2
3
4 5