GSC

Ground Swell Capital Portfolio holdings

AUM $50.7M
1-Year Est. Return 30.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.23M
3
+$1.1M
4
ADSK icon
Autodesk
ADSK
+$1.07M
5
TSLA icon
Tesla
TSLA
+$880K

Top Sells

1
+$1.71M
2
+$1.69M
3
+$1.04M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$966K
5
AAPL icon
Apple
AAPL
+$817K

Sector Composition

1 Technology 28.79%
2 Financials 19.55%
3 Healthcare 9.5%
4 Consumer Staples 8.3%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,341
152
– –
-1,504
153
– –
-7,989
154
– –
-3,289
3 4 5 6
7