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
$23.2M
AUM Growth
+$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$1.75M
3
+$1.03M
4
TSLA icon
Tesla
TSLA
+$913K
5
UAL icon
United Airlines
UAL
+$662K

Top Sells

1
+$1.4M
2
+$780K
3
+$577K
4
KDP icon
Keurig Dr Pepper
KDP
+$532K
5
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$458K

Sector Composition

1 Technology 21.04%
2 Consumer Discretionary 19.02%
3 Healthcare 8.42%
4 Industrials 7.49%
5 Financials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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