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
$103M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$6.02M
3
+$1.68M
4
ICLR icon
Icon
ICLR
+$1.66M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.62M

Top Sells

1
+$33M
2
+$1.96M
3
+$1,000K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$957K
5
PDD icon
Pinduoduo
PDD
+$947K

Sector Composition

1 Technology 8.4%
2 Healthcare 6.17%
3 Consumer Discretionary 3.73%
4 Consumer Staples 3.16%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.16%
+10,782
77
$201K 0.16%
+1,098
78
$200K 0.16%
+1,280
79
$183K 0.14%
+10,831
80
$141K 0.11%
+17,094
81
$124K 0.1%
+124,394
82
$124K 0.1%
+35,814
83
$122K 0.09%
+12,685
84
$113K 0.09%
+16,884
85
$112K 0.09%
+11,337
86
$112K 0.09%
+40,336
87
$106K 0.08%
+153,750
88
$95.5K 0.07%
+19,410
89
$91.2K 0.07%
+10,973
90
$88.6K 0.07%
+13,565
91
$77.6K 0.06%
+22,687
92
$76.4K 0.06%
+13,469
93
$72.8K 0.06%
+62,234
94
$66.5K 0.05%
+22,700
95
$56.3K 0.04%
+16,460
96
$53.2K 0.04%
+11,319
97
$49.4K 0.04%
+22,864
98
$49.3K 0.04%
+853
99
$48.5K 0.04%
877
+474
100
$47.5K 0.04%
+3
2 3
4
5 6