GSC

Ground Swell Capital Portfolio holdings

AUM $61.2M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.9M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$1.59M
3
+$1.35M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$909K
5
TSLA icon
Tesla
TSLA
+$731K

Top Sells

1
+$2.2M
2
+$787K
3
+$580K
4
AVGO icon
Broadcom
AVGO
+$548K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$520K

Sector Composition

1 Technology 62.1%
2 Consumer Discretionary 6.18%
3 Financials 5.21%
4 Healthcare 3.5%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
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