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
1976
$2K ﹤0.01%
+28
1977
– –
0
1978
– –
0
1979
$2K ﹤0.01%
100
-17
1980
$2K ﹤0.01%
+122
1981
$2K ﹤0.01%
+400
1982
$2K ﹤0.01%
+200
1983
$2K ﹤0.01%
102
+5
1984
$2K ﹤0.01%
101
-281
1985
$2K ﹤0.01%
200
+41
1986
$2K ﹤0.01%
+63
1987
$2K ﹤0.01%
+20
1988
$2K ﹤0.01%
222
-1,874
1989
$2K ﹤0.01%
+100
1990
$2K ﹤0.01%
200
1991
– –
0
1992
$2K ﹤0.01%
66
-29
1993
$2K ﹤0.01%
+65
1994
$2K ﹤0.01%
75
-514
1995
$2K ﹤0.01%
600
+100
1996
$2K ﹤0.01%
+5
1997
$2K ﹤0.01%
+100
1998
$2K ﹤0.01%
+103
1999
$2K ﹤0.01%
41
-675
2000
$2K ﹤0.01%
+100
78 79
80
81 82