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
$54.5M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$2.22M
3 +$1.42M
4
QCOM icon
Qualcomm
QCOM
+$808K
5
FI icon
Fiserv
FI
+$666K

Top Sells

1 +$21.7M
2 +$1.59M
3 +$909K
4
TSLA icon
Tesla
TSLA
+$731K
5
BIDU icon
Baidu
BIDU
+$721K

Sector Composition

1 Technology 28.58%
2 Consumer Discretionary 9.61%
3 Healthcare 7.05%
4 Communication Services 6.22%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,611
152
-1,844
153
-1,824
154
-4,466
155
-374
156
-3,265
157
-6,164
158
-11,437
159
-1,884
160
-7,519
161
-2,096
162
-4,205
163
-2,052
164
-1,651
165
-18,672
166
-822
167
-2,191
168
-14,082
169
-3,010
170
-12,953
171
-15,109
172
-535
173
-26,321
174
-14,770
175
-8,688