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
1851
$3K 0.01%
327
+67
1852
$3K 0.01%
+194
1853
$2K ﹤0.01%
+133
1854
$2K ﹤0.01%
+176
1855
$2K ﹤0.01%
+68
1856
$2K ﹤0.01%
+2
1857
$2K ﹤0.01%
+99
1858
$2K ﹤0.01%
+90
1859
$2K ﹤0.01%
+200
1860
– –
0
1861
$2K ﹤0.01%
+100
1862
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+366
1863
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216
-212
1864
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+135
1865
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+99
1866
$2K ﹤0.01%
+292
1867
$2K ﹤0.01%
+200
1868
$2K ﹤0.01%
300
-100
1869
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67
+38
1870
$2K ﹤0.01%
+95
1871
$2K ﹤0.01%
+200
1872
$2K ﹤0.01%
500
+400
1873
$2K ﹤0.01%
+95
1874
$2K ﹤0.01%
208
-392
1875
$2K ﹤0.01%
226
-174
73 74
75
76 77