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
$35.1M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.62M
3
+$1.47M
4
ASML icon
ASML
ASML
+$999K
5
LULU icon
lululemon athletica
LULU
+$995K

Top Sells

1
+$9.36M
2
+$2.22M
3
+$1.42M
4
QCOM icon
Qualcomm
QCOM
+$808K
5
CSCO icon
Cisco
CSCO
+$658K

Sector Composition

1 Technology 32.43%
2 Industrials 9.02%
3 Consumer Discretionary 8.14%
4 Communication Services 7.76%
5 Healthcare 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
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