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
1901
$2K ﹤0.01%
+96
1902
$2K ﹤0.01%
+589
1903
$2K ﹤0.01%
201
-60
1904
$2K ﹤0.01%
1,523
+586
1905
$2K ﹤0.01%
+198
1906
$2K ﹤0.01%
+25
1907
$2K ﹤0.01%
+200
1908
$2K ﹤0.01%
+200
1909
$2K ﹤0.01%
+162
1910
$2K ﹤0.01%
51
1911
$2K ﹤0.01%
+302
1912
$2K ﹤0.01%
90
-69
1913
$2K ﹤0.01%
+110
1914
$2K ﹤0.01%
+158
1915
$2K ﹤0.01%
+124
1916
$2K ﹤0.01%
+50
1917
$2K ﹤0.01%
200
+113
1918
$2K ﹤0.01%
+200
1919
$2K ﹤0.01%
+8
1920
$2K ﹤0.01%
52
-448
1921
$2K ﹤0.01%
36
+20
1922
$2K ﹤0.01%
+200
1923
$2K ﹤0.01%
+225
1924
$2K ﹤0.01%
267
+152
1925
$2K ﹤0.01%
+78
75 76
77
78 79