GSC

Ground Swell Capital Portfolio holdings

AUM $45.7M
1-Year Est. Return 25.65%
This Quarter Est. Return
1 Year Est. Return
+25.65%
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
+$2.21M
2
+$644K
3
+$424K
4
VTRS icon
Viatris
VTRS
+$359K
5
CHTR icon
Charter Communications
CHTR
+$331K

Top Sells

1
+$14.1M
2
+$1.07M
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 15.08%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.42%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
+320
2027
$2K ﹤0.01%
100
-200
2028
$2K ﹤0.01%
+324
2029
$2K ﹤0.01%
+48
2030
$2K ﹤0.01%
+200
2031
$2K ﹤0.01%
29
-229
2032
$2K ﹤0.01%
150
-50
2033
$2K ﹤0.01%
52
+14
2034
$2K ﹤0.01%
4
-1
2035
$2K ﹤0.01%
+28
2036
– –
0
2037
– –
0
2038
$2K ﹤0.01%
100
-17
2039
$2K ﹤0.01%
+122
2040
$2K ﹤0.01%
+400
2041
$2K ﹤0.01%
+200
2042
$2K ﹤0.01%
102
+5
2043
$2K ﹤0.01%
101
-281
2044
$2K ﹤0.01%
200
+41
2045
$2K ﹤0.01%
+63
2046
$2K ﹤0.01%
+20
2047
$2K ﹤0.01%
222
-1,874
2048
$2K ﹤0.01%
+100
2049
$2K ﹤0.01%
200
2050
– –
0
80 81
82
83 84