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 15.08%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.42%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$3K 0.01%
+480
1727
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+200
1728
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+100
1729
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1730
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1731
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1732
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1733
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1734
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1735
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1736
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1737
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1738
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1739
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1740
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1741
$3K 0.01%
93
-207
1742
$3K 0.01%
247
+195
1743
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+100
1744
$3K 0.01%
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1745
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1746
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1747
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+200
1748
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130
-250
1749
$3K 0.01%
+3
1750
$3K 0.01%
710
+200
68 69
70
71 72