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
$31M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.34M
3
+$1.11M
4
ADSK icon
Autodesk
ADSK
+$1.03M
5
AMD icon
Advanced Micro Devices
AMD
+$1.01M

Top Sells

1
+$1.9M
2
+$1.71M
3
+$1.04M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$966K
5
AAPL icon
Apple
AAPL
+$776K

Sector Composition

1 Technology 28.79%
2 Financials 19.55%
3 Healthcare 9.5%
4 Consumer Staples 8.3%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
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