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
1951
$2K ﹤0.01%
+83
1952
$2K ﹤0.01%
+356
1953
$2K ﹤0.01%
+256
1954
$2K ﹤0.01%
+245
1955
$2K ﹤0.01%
+277
1956
$2K ﹤0.01%
+200
1957
$2K ﹤0.01%
+28
1958
$2K ﹤0.01%
600
+383
1959
$2K ﹤0.01%
110
-18,034
1960
$2K ﹤0.01%
+55
1961
$2K ﹤0.01%
+200
1962
$2K ﹤0.01%
231
-509
1963
$2K ﹤0.01%
110
-360
1964
$2K ﹤0.01%
5
-15
1965
$2K ﹤0.01%
+14
1966
$2K ﹤0.01%
+200
1967
$2K ﹤0.01%
+320
1968
$2K ﹤0.01%
100
-200
1969
$2K ﹤0.01%
+324
1970
$2K ﹤0.01%
+48
1971
$2K ﹤0.01%
+200
1972
$2K ﹤0.01%
29
-229
1973
$2K ﹤0.01%
150
-50
1974
$2K ﹤0.01%
52
+14
1975
$2K ﹤0.01%
4
-1
77 78
79
80 81