GSC

Ground Swell Capital Portfolio holdings

AUM $50.7M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
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
+$2.15M
2
+$733K
3
+$409K
4
VTRS icon
Viatris
VTRS
+$384K
5
CHTR icon
Charter Communications
CHTR
+$347K

Top Sells

1
+$14.1M
2
+$1.09M
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 15.03%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.14%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$8K 0.02%
522
+174
1202
$8K 0.02%
+324
1203
$8K 0.02%
500
-100
1204
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240
+82
1205
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552
+119
1206
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332
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1207
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399
-1,245
1208
$8K 0.02%
290
-110
1209
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1210
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200
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1211
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1212
$8K 0.02%
570
+120
1213
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404
+167
1214
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+445
1215
$8K 0.02%
599
+348
1216
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175
+15
1217
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608
+184
1218
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810
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1219
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182
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1220
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+640
1221
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+100
1222
$8K 0.02%
+593
1223
$8K 0.02%
600
+102
1224
$8K 0.02%
300
1225
$8K 0.02%
+297
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