GSC
Ground Swell Capital Portfolio holdings
AUM
$61.2M
This Quarter Return
-16.73%
1 Year Return
+13.35%
3 Year Return
+37.7%
5 Year Return
–
10 Year Return
–
AUM
$54.5M
AUM Growth
+$54.5M
(+40%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
29.05%
Top 10 Holdings %
Top 10 Hldgs %
46.44%
Holding
197
New
130
Increased
5
Reduced
4
Closed
58
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$16.4M |
| 2 |
Amazon
AMZN
|
$2.22M |
| 3 |
SPDR Gold Trust
GLD
|
$1.42M |
| 4 |
Qualcomm
QCOM
|
$808K |
| 5 |
Fiserv
FI
|
$666K |
Top Sells
| 1 |
Apple
AAPL
|
$21.7M |
| 2 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
$1.59M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$909K |
| 4 |
Tesla
TSLA
|
$731K |
| 5 |
Baidu
BIDU
|
$721K |
Sector Composition
| 1 | Technology | 28.58% |
| 2 | Consumer Discretionary | 9.61% |
| 3 | Healthcare | 7.05% |
| 4 | Communication Services | 6.22% |
| 5 | Financials | 4.22% |
