GSC
Ground Swell Capital Portfolio holdings
AUM
$61.2M
1-Year Return
13.35%
This Quarter Return
+4.95%
1 Year Return
+13.35%
3 Year Return
+37.7%
5 Year Return
–
10 Year Return
–
AUM
$45.9M
AUM Growth
-$24.3M
(-35%)
Cap. Flow
-$23M
Cap. Flow
% of AUM
-50.1%
Top 10 Holdings %
Top 10 Hldgs %
43.11%
Holding
272
New
123
Increased
9
Reduced
10
Closed
126
Top Buys
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$1.94M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.55M |
| 3 |
Automatic Data Processing
ADP
|
$1.31M |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$1.15M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$1.1M |
Top Sells
| 1 |
Microsoft
MSFT
|
$8.62M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$8.06M |
| 3 |
Apple
AAPL
|
$1.52M |
| 4 |
S&P Global
SPGI
|
$1.47M |
| 5 |
Coinbase
COIN
|
$1.41M |
Sector Composition
| 1 | Technology | 9.67% |
| 2 | Consumer Discretionary | 6.65% |
| 3 | Financials | 6.52% |
| 4 | Consumer Staples | 4.96% |
| 5 | Industrials | 4.41% |
