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
1851
$2K ﹤0.01%
+116
1852
$2K ﹤0.01%
+132
1853
$2K ﹤0.01%
+205
1854
$2K ﹤0.01%
+81
1855
$2K ﹤0.01%
+300
1856
$2K ﹤0.01%
+55
1857
$2K ﹤0.01%
+122
1858
$2K ﹤0.01%
+239
1859
$2K ﹤0.01%
+44
1860
$2K ﹤0.01%
413
-134
1861
$2K ﹤0.01%
600
+185
1862
$2K ﹤0.01%
174
+129
1863
$2K ﹤0.01%
64
-7
1864
$2K ﹤0.01%
+742
1865
$2K ﹤0.01%
+1,048
1866
$2K ﹤0.01%
+69
1867
$2K ﹤0.01%
+500
1868
$2K ﹤0.01%
+45
1869
$2K ﹤0.01%
333
+233
1870
$2K ﹤0.01%
+292
1871
$2K ﹤0.01%
+200
1872
$2K ﹤0.01%
300
-100
1873
$2K ﹤0.01%
+95
1874
$2K ﹤0.01%
+200
1875
$2K ﹤0.01%
500
+400
73 74
75
76 77