GSC

Ground Swell Capital Portfolio holdings

AUM $61.2M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.2M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$1.47M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.24M
5
COIN icon
Coinbase
COIN
+$1.23M

Top Sells

1
+$26M
2
+$18.1M
3
+$2.79M
4
COST icon
Costco
COST
+$1.68M
5
ICLR icon
Icon
ICLR
+$1.66M

Sector Composition

1 Technology 25.96%
2 Financials 6.91%
3 Consumer Discretionary 6.31%
4 Healthcare 4.34%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.3K 0.02%
+12,702
127
$15.3K 0.01%
+838
128
$14.1K 0.01%
+15,166
129
$12.7K 0.01%
858
+290
130
$12.4K 0.01%
+924
131
$12.2K 0.01%
11,949
-12,673
132
$12.1K 0.01%
+13,129
133
$12K 0.01%
18,801
-224
134
$11.8K 0.01%
+12,276
135
$10.2K 0.01%
+12,025
136
$9.66K 0.01%
+14,230
137
$8.51K 0.01%
+13,920
138
$8.36K 0.01%
145,454
-143
139
$8.35K 0.01%
+1,080
140
$6.98K 0.01%
+10,696
141
$5.86K 0.01%
+43,659
142
$5.48K ﹤0.01%
+19,233
143
$3.01K ﹤0.01%
21,924
-20,558
144
$2.78K ﹤0.01%
+11,082
145
$1.55K ﹤0.01%
103,587
-1,653
146
– –
-3,227
147
– –
-5,828
148
– –
-6,420
149
– –
-10,525
150
– –
-3,695
4 5
6
7 8