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
1826
$3K 0.01%
200
1827
$3K 0.01%
+100
1828
$3K 0.01%
+200
1829
$3K 0.01%
+60
1830
$3K 0.01%
+200
1831
$3K 0.01%
25
-502
1832
$3K 0.01%
+200
1833
$3K 0.01%
200
-70
1834
$3K 0.01%
+100
1835
$3K 0.01%
+180
1836
$3K 0.01%
+300
1837
$3K 0.01%
+202
1838
$3K 0.01%
+140
1839
$3K 0.01%
+858
1840
$3K 0.01%
+200
1841
$3K 0.01%
200
-66
1842
$3K 0.01%
+200
1843
$3K 0.01%
+305
1844
$3K 0.01%
63
-509
1845
$3K 0.01%
+15
1846
$3K 0.01%
+675
1847
$3K 0.01%
+117
1848
$2K ﹤0.01%
199
-173
1849
$2K ﹤0.01%
56
-3,567
1850
$2K ﹤0.01%
+43
72 73
74
75 76