GSC

Ground Swell Capital Portfolio holdings

AUM $48.6M
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$5.79M
3
+$1.66M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.57M
5
COST icon
Costco
COST
+$1.55M

Top Sells

1
+$32.8M
2
+$1.96M
3
+$1,000K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$957K
5
PDD icon
Pinduoduo
PDD
+$947K

Sector Composition

1 Technology 8.4%
2 Healthcare 6.16%
3 Consumer Discretionary 3.73%
4 Consumer Staples 3.2%
5 Industrials 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21.1K 0.02%
+10,808
127
$21K 0.02%
+10,428
128
$20.9K 0.02%
+12,426
129
$20.7K 0.02%
+1,034
130
$20.3K 0.02%
+909
131
$18.4K 0.02%
+14,260
132
$17.3K 0.02%
+896
133
$17.3K 0.02%
+11,945
134
$17.2K 0.02%
+964
135
$15.9K 0.02%
+12,608
136
$15.7K 0.02%
+1,942
137
$15.7K 0.02%
+17,417
138
$15.6K 0.02%
+25,710
139
$15.2K 0.01%
+11,636
140
$15.1K 0.01%
+11,806
141
$14.9K 0.01%
+175
142
$14.1K 0.01%
+688
143
$14K 0.01%
+16,633
144
$12.7K 0.01%
16,239
-644
145
$12.7K 0.01%
+167
146
$11.7K 0.01%
+52
147
$11.1K 0.01%
+807
148
$11K 0.01%
+10,300
149
$10.3K 0.01%
+568
150
$9.5K 0.01%
+24,118
4 5
6
7 8