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
$70.2M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$1.47M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.24M
5
COIN icon
Coinbase
COIN
+$1.23M

Top Sells

1
+$26M
2
+$18.1M
3
+$2.79M
4
COST icon
Costco
COST
+$1.68M
5
ICLR icon
Icon
ICLR
+$1.66M

Sector Composition

1 Technology 25.96%
2 Financials 6.91%
3 Consumer Discretionary 6.31%
4 Healthcare 4.34%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.2%
+4,511
77
$221K 0.19%
+5,363
78
$221K 0.19%
+1,516
79
$220K 0.19%
+2,598
80
$219K 0.19%
+1,120
81
$218K 0.19%
+373
82
$217K 0.19%
+1,774
83
$216K 0.19%
+4,024
84
$215K 0.19%
+10,039
85
$213K 0.19%
+2,645
86
$213K 0.19%
+908
87
$206K 0.18%
+6,728
88
$206K 0.18%
+635
89
$203K 0.18%
+575
90
$203K 0.18%
+2,280
91
$201K 0.18%
+2,764
92
$200K 0.18%
+331
93
$127K 0.11%
+26,603
94
$120K 0.11%
+10,547
95
$115K 0.1%
+11,337
96
$110K 0.1%
+12,594
97
$99.1K 0.09%
+10,216
98
$92.7K 0.08%
+10,097
99
$72.6K 0.06%
38,024
+20,324
100
$66.9K 0.06%
+13,604
2 3
4
5 6