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
$52.9M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,331
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$644K
3
+$424K
4
VTRS icon
Viatris
VTRS
+$359K
5
CHTR icon
Charter Communications
CHTR
+$331K

Top Sells

1
+$14.1M
2
+$1.07M
3
+$832K
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$780K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$636K

Sector Composition

1 Technology 15.08%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.42%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$12K 0.02%
143
+115
827
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+447
828
$12K 0.02%
99
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829
$12K 0.02%
500
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830
$12K 0.02%
327
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831
$12K 0.02%
911
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832
$12K 0.02%
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833
$12K 0.02%
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$12K 0.02%
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$12K 0.02%
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836
$12K 0.02%
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837
$12K 0.02%
710
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838
$12K 0.02%
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$12K 0.02%
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840
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$12K 0.02%
240
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842
$12K 0.02%
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$12K 0.02%
340
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$12K 0.02%
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845
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300
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848
$12K 0.02%
300
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849
$12K 0.02%
285
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850
$12K 0.02%
168
-6,047
32 33
34
35 36