GSC
Ground Swell Capital Portfolio holdings
AUM
$61.2M
This Quarter Return
+20.8%
1 Year Return
+13.35%
3 Year Return
+37.7%
5 Year Return
–
10 Year Return
–
AUM
$31M
AUM Growth
+$31M
(+37%)
Cap. Flow
+$7.53M
Cap. Flow
% of AUM
24.33%
Top 10 Holdings %
Top 10 Hldgs %
38.63%
Holding
154
New
91
Increased
4
Reduced
3
Closed
56
Top Buys
| 1 |
Costco
COST
|
$1.37M |
| 2 |
Texas Instruments
TXN
|
$1.34M |
| 3 |
Futu Holdings
FUTU
|
$1.11M |
| 4 |
Autodesk
ADSK
|
$1.03M |
| 5 |
Advanced Micro Devices
AMD
|
$1.01M |
Top Sells
| 1 |
Virtu Financial
VIRT
|
$1.9M |
| 2 |
Viatris
VTRS
|
$1.71M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.04M |
| 4 |
iShares MSCI Japan ETF
EWJ
|
$966K |
| 5 |
Apple
AAPL
|
$776K |
Sector Composition
| 1 | Technology | 28.74% |
| 2 | Financials | 19.55% |
| 3 | Healthcare | 9.55% |
| 4 | Consumer Staples | 8.3% |
| 5 | Consumer Discretionary | 7.28% |