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
$54.5M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.22M
3
+$1.42M
4
QCOM icon
Qualcomm
QCOM
+$808K
5
FI icon
Fiserv
FI
+$666K

Top Sells

1
+$21.7M
2
+$1.59M
3
+$909K
4
TSLA icon
Tesla
TSLA
+$731K
5
BIDU icon
Baidu
BIDU
+$721K

Sector Composition

1 Technology 28.58%
2 Consumer Discretionary 9.61%
3 Healthcare 7.05%
4 Communication Services 6.22%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41K 0.08%
+10,615
102
$37K 0.07%
+12,594
103
$34K 0.06%
176,306
-34,559
104
$27K 0.05%
+516
105
$26K 0.05%
15,681
+3,151
106
$26K 0.05%
+4,533
107
$25K 0.05%
+11,818
108
$24K 0.04%
+1,034
109
$24K 0.04%
+54,017
110
$20K 0.04%
+1,021
111
$20K 0.04%
+2,760
112
$20K 0.04%
+503
113
$19K 0.03%
+3,106
114
$19K 0.03%
+1,626
115
$19K 0.03%
+12,886
116
$18K 0.03%
+766
117
$18K 0.03%
+260
118
$17K 0.03%
+21,640
119
$17K 0.03%
+12,312
120
$17K 0.03%
+4,109
121
$16K 0.03%
+11,057
122
$16K 0.03%
+1,367
123
$16K 0.03%
+1,185
124
$15K 0.03%
+1,777
125
$15K 0.03%
+715
3 4
5
6 7