GSC

Ground Swell Capital Portfolio holdings

AUM $45.7M
1-Year Est. Return 25.65%
This Quarter Est. Return
1 Year Est. Return
+25.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.9M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,331
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$644K
3
+$424K
4
VTRS icon
Viatris
VTRS
+$359K
5
CHTR icon
Charter Communications
CHTR
+$331K

Top Sells

1
+$14.1M
2
+$1.07M
3
+$832K
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$780K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$636K

Sector Composition

1 Technology 15.08%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.42%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$9K 0.02%
+238
1152
$9K 0.02%
422
-241
1153
$9K 0.02%
200
1154
$9K 0.02%
426
+213
1155
$9K 0.02%
+340
1156
$8K 0.02%
+500
1157
$8K 0.02%
1,847
+616
1158
$8K 0.02%
120
+40
1159
$8K 0.02%
162
+62
1160
$8K 0.02%
+800
1161
$8K 0.02%
+400
1162
$8K 0.02%
+200
1163
$8K 0.02%
651
-219
1164
$8K 0.02%
264
+209
1165
$8K 0.02%
+600
1166
$8K 0.02%
+200
1167
$8K 0.02%
+429
1168
$8K 0.02%
+435
1169
$8K 0.02%
+357
1170
$8K 0.02%
+550
1171
$8K 0.02%
+232
1172
$8K 0.02%
363
+109
1173
$8K 0.02%
+1,201
1174
$8K 0.02%
126
+46
1175
$8K 0.02%
300
+245
45 46
47
48 49