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
$70.2M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$1.47M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.24M
5
COIN icon
Coinbase
COIN
+$1.23M

Top Sells

1
+$26M
2
+$18.1M
3
+$2.79M
4
COST icon
Costco
COST
+$1.68M
5
ICLR icon
Icon
ICLR
+$1.66M

Sector Composition

1 Technology 25.96%
2 Financials 6.91%
3 Consumer Discretionary 6.31%
4 Healthcare 4.34%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$66.3K 0.06%
+11,160
102
$63.1K 0.06%
+42,339
103
$48.4K 0.04%
+10,527
104
$43.6K 0.04%
+12,689
105
$33.7K 0.03%
+21,049
106
$32.4K 0.03%
+11,336
107
$31.9K 0.03%
+10,400
108
$28.5K 0.03%
72,823
+48,705
109
$28.2K 0.02%
+11,078
110
$27.6K 0.02%
45,959
+20,249
111
$27.6K 0.02%
+10,180
112
$24.3K 0.02%
+21,304
113
$23K 0.02%
+16,818
114
$23K 0.02%
+18,579
115
$22.5K 0.02%
+10,469
116
$22.4K 0.02%
+12,728
117
$21.9K 0.02%
28,625
+12,386
118
$21.6K 0.02%
523
-43
119
$20.7K 0.02%
14,373
+4,327
120
$20.2K 0.02%
+20,801
121
$19.6K 0.02%
+14,291
122
$19.4K 0.02%
+11,754
123
$19.2K 0.02%
+13,620
124
$18.3K 0.02%
26,103
+5,429
125
$17.7K 0.02%
+7
3 4
5
6 7