GSC

Ground Swell Capital Portfolio holdings

AUM $48.6M
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.2M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$6.2M
3
+$892K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$848K
5
WTW icon
Willis Towers Watson
WTW
+$683K

Top Sells

1
+$1.65M
2
+$1.6M
3
+$1.39M
4
NXPI icon
NXP Semiconductors
NXPI
+$1.33M
5
TXN icon
Texas Instruments
TXN
+$1.01M

Sector Composition

1 Technology 5.18%
2 Consumer Discretionary 4.28%
3 Financials 3.84%
4 Industrials 3.37%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37.5K 0.06%
+24,849
77
$31.8K 0.05%
+10,960
78
$31.4K 0.05%
+11,597
79
$31.4K 0.05%
+25,534
80
$30.7K 0.05%
+16,985
81
$27.4K 0.04%
+21,750
82
$27.4K 0.04%
+12,447
83
$27.3K 0.04%
+22,577
84
$26.2K 0.04%
+36,541
85
$25.6K 0.04%
+26,104
86
$25.1K 0.04%
+11,826
87
$24.1K 0.04%
+22,502
88
$23.8K 0.04%
+14,717
89
$23.8K 0.04%
+14,860
90
$23K 0.04%
+16,642
91
$22.6K 0.04%
+10,212
92
$22.4K 0.04%
+10,506
93
$21.6K 0.04%
+17,460
94
$21.4K 0.04%
+23,256
95
$20.5K 0.03%
+16,306
96
$19.9K 0.03%
+12,105
97
$19.8K 0.03%
+10,100
98
$19.1K 0.03%
+5,370
99
$18.6K 0.03%
+15,038
100
$18.5K 0.03%
+554
2 3
4
5 6