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
1876
$2K ﹤0.01%
+95
1877
$2K ﹤0.01%
208
-392
1878
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226
-174
1879
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+480
1880
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+200
1881
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400
+63
1882
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161
+65
1883
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+33
1884
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+320
1885
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+400
1886
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104
+4
1887
– –
0
1888
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+27
1889
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+95
1890
$2K ﹤0.01%
+61
1891
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266
-134
1892
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+398
1893
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+83
1894
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+200
1895
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361
+107
1896
$2K ﹤0.01%
+116
1897
$2K ﹤0.01%
10
-12
1898
$2K ﹤0.01%
+200
1899
$2K ﹤0.01%
+43
1900
$2K ﹤0.01%
+78
74 75
76
77 78