GSC

Ground Swell Capital Portfolio holdings

AUM $45.7M
1-Year Est. Return 25.65%
This Quarter Est. Return
1 Year Est. Return
+25.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.9M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.55M
3
+$1.31M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.15M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.1M

Top Sells

1
+$8.62M
2
+$8.06M
3
+$1.52M
4
SPGI icon
S&P Global
SPGI
+$1.47M
5
COIN icon
Coinbase
COIN
+$1.41M

Sector Composition

1 Technology 9.62%
2 Consumer Discretionary 6.65%
3 Financials 6.52%
4 Consumer Staples 4.96%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$271K 0.41%
+257
52
$268K 0.4%
2,764
+969
53
$268K 0.4%
+3,665
54
$267K 0.4%
+2,586
55
$267K 0.4%
+635
56
$266K 0.4%
345
+52
57
$266K 0.4%
+2,051
58
$261K 0.39%
+3,738
59
$256K 0.38%
+1,508
60
$252K 0.38%
+2,383
61
$252K 0.38%
+5,224
62
$252K 0.38%
+2,402
63
$249K 0.37%
+6,776
64
$243K 0.37%
+3,600
65
$238K 0.36%
+1,343
66
$237K 0.36%
+2,364
67
$236K 0.35%
+1,021
68
$235K 0.35%
+1,463
69
$231K 0.35%
+1,561
70
$231K 0.35%
+3,061
71
$231K 0.35%
+2,038
72
$226K 0.34%
1,465
-1,369
73
$225K 0.34%
+905
74
$224K 0.34%
+1,164
75
$224K 0.34%
+1,532
1 2
3
4 5