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
2026
$2K ﹤0.01%
67
+38
2027
$2K ﹤0.01%
+142
2028
$2K ﹤0.01%
192
+122
2029
$2K ﹤0.01%
+923
2030
$2K ﹤0.01%
+105
2031
$2K ﹤0.01%
+200
2032
$2K ﹤0.01%
98
+12
2033
$2K ﹤0.01%
200
+139
2034
$2K ﹤0.01%
+600
2035
$2K ﹤0.01%
+69
2036
$2K ﹤0.01%
206
+94
2037
$2K ﹤0.01%
200
2038
$2K ﹤0.01%
+156
2039
$2K ﹤0.01%
100
-226
2040
$2K ﹤0.01%
154
-594
2041
$2K ﹤0.01%
139
-105
2042
$2K ﹤0.01%
+700
2043
$2K ﹤0.01%
292
+92
2044
$2K ﹤0.01%
322
-178
2045
$2K ﹤0.01%
+100
2046
$2K ﹤0.01%
+300
2047
$2K ﹤0.01%
200
+90
2048
$2K ﹤0.01%
+815
2049
$2K ﹤0.01%
+123
2050
$2K ﹤0.01%
+48
80 81
82
83 84