GSC
Ground Swell Capital Portfolio holdings
AUM
$61.2M
1-Year Return
13.35%
This Quarter Return
+7.19%
1 Year Return
+13.35%
3 Year Return
+37.7%
5 Year Return
–
10 Year Return
–
AUM
$17.2M
AUM Growth
-$5.99M
(-26%)
Cap. Flow
-$5.73M
Cap. Flow
% of AUM
-33.27%
Top 10 Holdings %
Top 10 Hldgs %
40.23%
Holding
125
New
59
Increased
5
Reduced
4
Closed
57
Top Buys
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$2.2M |
| 2 |
Qualcomm
QCOM
|
$787K |
| 3 |
Avis
CAR
|
$580K |
| 4 |
Broadcom
AVGO
|
$548K |
| 5 |
Invesco NASDAQ 100 ETF
QQQM
|
$520K |
Top Sells
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$3.39M |
| 2 |
Apple
AAPL
|
$2.76M |
| 3 |
Tesla
TSLA
|
$1.86M |
| 4 |
Amazon
AMZN
|
$1.03M |
| 5 |
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% |
