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
$27.2M
AUM Growth
-$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.22M
3
+$1.2M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$888K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$860K

Top Sells

1
+$32.3M
2
+$1.66M
3
+$1.2M
4
ADP icon
Automatic Data Processing
ADP
+$832K
5
TMUS icon
T-Mobile US
TMUS
+$811K

Sector Composition

1 Technology 17.13%
2 Communication Services 6.46%
3 Industrials 4.24%
4 Healthcare 3.99%
5 Consumer Staples 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
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