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
1551
$4K 0.01%
+130
1552
$4K 0.01%
+200
1553
$4K 0.01%
+200
1554
$4K 0.01%
+201
1555
$4K 0.01%
+700
1556
$4K 0.01%
+248
1557
$4K 0.01%
+428
1558
$4K 0.01%
114
+36
1559
$4K 0.01%
263
-437
1560
$4K 0.01%
+280
1561
$4K 0.01%
+106
1562
$4K 0.01%
6
+5
1563
$4K 0.01%
185
+129
1564
$4K 0.01%
+200
1565
$4K 0.01%
+93
1566
$4K 0.01%
+100
1567
$4K 0.01%
+100
1568
$4K 0.01%
+190
1569
$4K 0.01%
+200
1570
$4K 0.01%
+234
1571
$4K 0.01%
478
+119
1572
$4K 0.01%
+269
1573
$4K 0.01%
+20
1574
$4K 0.01%
25
+10
1575
$4K 0.01%
+137