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

Top Buys

1 +$2.21M
2 +$644K
3 +$424K
4
VTRS icon
Viatris
VTRS
+$359K
5
CHTR icon
Charter Communications
CHTR
+$331K

Sector Composition

1 Technology 15.08%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.42%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$6K 0.01%
+416
1402
$6K 0.01%
445
+245
1403
$6K 0.01%
+220
1404
$6K 0.01%
+497
1405
$6K 0.01%
+486
1406
$6K 0.01%
+219
1407
$6K 0.01%
126
+36
1408
$6K 0.01%
+775
1409
$6K 0.01%
+294
1410
$6K 0.01%
+200
1411
$6K 0.01%
+121
1412
$6K 0.01%
+200
1413
$6K 0.01%
116
+15
1414
$5K 0.01%
+200
1415
$5K 0.01%
+200
1416
$5K 0.01%
+200
1417
$5K 0.01%
+239
1418
$5K 0.01%
134
+14
1419
$5K 0.01%
+420
1420
$5K 0.01%
+410
1421
$5K 0.01%
200
+29
1422
$5K 0.01%
+400
1423
$5K 0.01%
+200
1424
$5K 0.01%
+104
1425
$5K 0.01%
200
-166