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
$52.9M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,331
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$733K
3 +$409K
4
VTRS icon
Viatris
VTRS
+$384K
5
CHTR icon
Charter Communications
CHTR
+$347K

Sector Composition

1 Technology 15.03%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.14%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$6K 0.01%
+314
1352
$6K 0.01%
+100
1353
$6K 0.01%
551
+472
1354
$6K 0.01%
+200
1355
$6K 0.01%
218
-560
1356
$6K 0.01%
309
-208
1357
$6K 0.01%
575
+241
1358
$6K 0.01%
+193
1359
$6K 0.01%
+136
1360
$6K 0.01%
678
+478
1361
$6K 0.01%
471
+372
1362
$6K 0.01%
200
+116
1363
$6K 0.01%
366
+126
1364
$6K 0.01%
+373
1365
$6K 0.01%
+400
1366
$6K 0.01%
+353
1367
$6K 0.01%
+200
1368
$6K 0.01%
+485
1369
$6K 0.01%
+637
1370
$6K 0.01%
+416
1371
$6K 0.01%
445
+245
1372
$6K 0.01%
+220
1373
$6K 0.01%
+497
1374
$6K 0.01%
+486
1375
$6K 0.01%
+219