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

Top Sells

1
+$14.1M
2
+$1.07M
3
+$832K
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$780K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$636K

Sector Composition

1 Technology 15.03%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.47%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$4K 0.01%
220
-349
1602
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+269
1603
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+200
1604
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+198
1605
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+73
1606
$4K 0.01%
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1607
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1608
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1609
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+300
1610
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403
+103
1611
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1612
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300
1613
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237
+37
1614
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300
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1615
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+300
1616
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1617
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285
-220
1618
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+200
1619
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557
+257
1620
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517
-68
1621
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+200
1622
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+312
1623
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1624
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+338
1625
$4K 0.01%
+164
63 64
65
66 67