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
$17.2M
AUM Growth
-$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$787K
3
+$580K
4
AVGO icon
Broadcom
AVGO
+$548K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$520K

Top Sells

1
+$3.39M
2
+$2.75M
3
+$1.86M
4
AMZN icon
Amazon
AMZN
+$1.03M
5
UAL icon
United Airlines
UAL
+$662K

Sector Composition

1 Technology 30.79%
2 Real Estate 8.46%
3 Financials 7.08%
4 Industrials 6.34%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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