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
$45.9M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.55M
3
+$1.31M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.15M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$1.1M

Top Sells

1
+$8.62M
2
+$8.06M
3
+$1.52M
4
SPGI icon
S&P Global
SPGI
+$1.47M
5
COIN icon
Coinbase
COIN
+$1.41M

Sector Composition

1 Technology 9.62%
2 Consumer Discretionary 6.65%
3 Financials 6.52%
4 Consumer Staples 4.96%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$28.4K 0.04%
+22,869
102
$27.1K 0.04%
+31,636
103
$26.8K 0.04%
+12,561
104
$26K 0.04%
+10,915
105
$25.4K 0.04%
+14,660
106
$24.9K 0.04%
+19,877
107
$24.2K 0.04%
+513
108
$23.8K 0.04%
+18,912
109
$23.8K 0.04%
+20,537
110
$23.5K 0.04%
+11,759
111
$23.5K 0.04%
+17,153
112
$23.3K 0.04%
+12,514
113
$22.8K 0.03%
+2,174
114
$21.8K 0.03%
+1,803
115
$21.8K 0.03%
+10,483
116
$18.5K 0.03%
+10,120
117
$18.4K 0.03%
+1,063
118
$18.2K 0.03%
2,293
+1,435
119
$17.2K 0.03%
+24,765
120
$16.3K 0.02%
+8,744
121
$16.2K 0.02%
+1,163
122
$14.6K 0.02%
+10,402
123
$14.4K 0.02%
+1,271
124
$13.6K 0.02%
113,728
+91,804
125
$13.5K 0.02%
17,589
+771
3 4
5
6 7