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
951
– –
0
952
$10K 0.02%
+662
953
$10K 0.02%
+843
954
$10K 0.02%
+195
955
$10K 0.02%
+272
956
$10K 0.02%
+164
957
$10K 0.02%
780
+577
958
$10K 0.02%
414
-289
959
$10K 0.02%
+420
960
$10K 0.02%
+200
961
$10K 0.02%
+189
962
$10K 0.02%
+283
963
$10K 0.02%
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964
$10K 0.02%
+548
965
$10K 0.02%
225
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966
$10K 0.02%
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967
$10K 0.02%
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968
$10K 0.02%
+833
969
$10K 0.02%
+325
970
$10K 0.02%
+206
971
$10K 0.02%
84
-331
972
$10K 0.02%
+278
973
$10K 0.02%
+236
974
$10K 0.02%
+112
975
$10K 0.02%
+267
37 38
39
40 41