GSC

Ground Swell Capital Portfolio holdings

AUM $61.2M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$54.5M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$2.22M
3
+$1.42M
4
QCOM icon
Qualcomm
QCOM
+$808K
5
FI icon
Fiserv
FI
+$666K

Top Sells

1
+$21.7M
2
+$1.59M
3
+$909K
4
TSLA icon
Tesla
TSLA
+$731K
5
BIDU icon
Baidu
BIDU
+$721K

Sector Composition

1 Technology 28.58%
2 Consumer Discretionary 9.61%
3 Healthcare 7.05%
4 Communication Services 6.22%
5 Financials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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