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
$59.6M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$13.1M
3
+$8.25M
4
TXN icon
Texas Instruments
TXN
+$816K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$608K

Top Sells

1
+$791K
2
+$466K
3
+$438K
4
ENTG icon
Entegris
ENTG
+$427K
5
ADP icon
Automatic Data Processing
ADP
+$397K

Sector Composition

1 Technology 7.06%
2 Healthcare 2.23%
3 Consumer Discretionary 2.03%
4 Financials 0.91%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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120
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