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
$54.5M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.22M
3
+$1.42M
4
QCOM icon
Qualcomm
QCOM
+$808K
5
FI icon
Fiserv
FI
+$666K

Top Sells

1
+$21.7M
2
+$1.59M
3
+$909K
4
TSLA icon
Tesla
TSLA
+$731K
5
BIDU icon
Baidu
BIDU
+$721K

Sector Composition

1 Technology 28.58%
2 Consumer Discretionary 9.61%
3 Healthcare 7.05%
4 Communication Services 6.22%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$223K 0.41%
+9,042
77
$218K 0.4%
+3,133
78
$214K 0.39%
+2,561
79
$214K 0.39%
+719
80
$213K 0.39%
+3,011
81
$211K 0.39%
+4,088
82
$210K 0.39%
+1,920
83
$207K 0.38%
+138
84
$206K 0.38%
+4,252
85
$205K 0.38%
+2,693
86
$203K 0.37%
+1,217
87
$201K 0.37%
+3,916
88
$201K 0.37%
+7,408
89
$187K 0.34%
+15,516
90
$159K 0.29%
+1,783
91
$123K 0.23%
+20,285
92
$119K 0.22%
48,931
+17,781
93
$111K 0.2%
+1,817
94
$100K 0.18%
+742
95
$100K 0.18%
+17,732
96
$88K 0.16%
+12,926
97
$62K 0.11%
+18,571
98
$61K 0.11%
592
+79
99
$54K 0.1%
+4,666
100
$49K 0.09%
+510
2 3
4
5 6