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
$103M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$6.02M
3
+$1.68M
4
ICLR icon
Icon
ICLR
+$1.66M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.62M

Top Sells

1
+$33M
2
+$1.96M
3
+$1,000K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$957K
5
PDD icon
Pinduoduo
PDD
+$947K

Sector Composition

1 Technology 8.4%
2 Healthcare 6.17%
3 Consumer Discretionary 3.73%
4 Consumer Staples 3.16%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43.9K 0.03%
+12,200
102
$43.5K 0.03%
+19,232
103
$39.7K 0.03%
+19,170
104
$38.2K 0.03%
+2,115
105
$38K 0.03%
+17,098
106
$37.1K 0.03%
+24,602
107
$35.6K 0.03%
+13,655
108
$34.9K 0.03%
+13,689
109
$34.2K 0.03%
+26,921
110
$33.8K 0.03%
+17,700
111
$33K 0.03%
+24,063
112
$29.9K 0.02%
+10,772
113
$28.6K 0.02%
+12,361
114
$27.1K 0.02%
+13,525
115
$26.9K 0.02%
+566
116
$26.5K 0.02%
+28,523
117
$25.9K 0.02%
+14,967
118
$25.9K 0.02%
+24,622
119
$23.9K 0.02%
+10,046
120
$23.8K 0.02%
+20,725
121
$23.8K 0.02%
+19,025
122
$22.9K 0.02%
+18,428
123
$22.6K 0.02%
+19,316
124
$22K 0.02%
+3,695
125
$21.3K 0.02%
+12,049
3 4
5
6 7