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
$31M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.34M
3
+$1.11M
4
ADSK icon
Autodesk
ADSK
+$1.03M
5
AMD icon
Advanced Micro Devices
AMD
+$1.01M

Top Sells

1
+$1.9M
2
+$1.71M
3
+$1.04M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$966K
5
AAPL icon
Apple
AAPL
+$776K

Sector Composition

1 Technology 28.74%
2 Financials 19.55%
3 Healthcare 9.55%
4 Consumer Staples 8.3%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$98K 0.32%
+15,080
77
$94K 0.3%
+12,375
78
$86K 0.28%
+23,150
79
$85K 0.27%
+907
80
$79K 0.26%
+18,430
81
$67K 0.22%
+80
82
$65K 0.21%
+14,684
83
$63K 0.2%
+10,468
84
$61K 0.2%
+12,228
85
$53K 0.17%
+10,940
86
$51K 0.16%
+12,985
87
$46K 0.15%
+10,666
88
$41K 0.13%
+20,134
89
$38K 0.12%
+105
90
$37K 0.12%
+13,616
91
$33K 0.11%
+2,080
92
$26K 0.08%
+5,105
93
$24K 0.08%
+10,667
94
$21K 0.07%
+10,418
95
$19K 0.06%
+10,548
96
$18K 0.06%
+12,512
97
$18K 0.06%
+10,500
98
$17K 0.05%
+690
99
– –
-1,308
100
– –
-1,276
2 3
4
5 6