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
$52.9M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,331
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$733K
3
+$409K
4
VTRS icon
Viatris
VTRS
+$384K
5
CHTR icon
Charter Communications
CHTR
+$347K

Top Sells

1
+$14.1M
2
+$1.09M
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 15.03%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.14%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$3K 0.01%
+194
1802
$3K 0.01%
+290
1803
$3K 0.01%
170
+31
1804
$3K 0.01%
+63
1805
$3K 0.01%
670
+99
1806
$3K 0.01%
200
-74
1807
$3K 0.01%
+100
1808
$3K 0.01%
200
-80
1809
$3K 0.01%
561
+179
1810
$3K 0.01%
+200
1811
$3K 0.01%
+200
1812
$3K 0.01%
600
-391
1813
$3K 0.01%
200
-117
1814
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+139
1815
$3K 0.01%
114
+14
1816
$3K 0.01%
+200
1817
$3K 0.01%
300
+175
1818
$3K 0.01%
+196
1819
$3K 0.01%
200
1820
$3K 0.01%
200
1821
$3K 0.01%
+264
1822
$3K 0.01%
100
1823
$3K 0.01%
300
1824
$3K 0.01%
200
-338
1825
$3K 0.01%
+288
71 72
73
74 75