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
2076
$1K ﹤0.01%
+43
2077
$1K ﹤0.01%
100
2078
$1K ﹤0.01%
+200
2079
$1K ﹤0.01%
30
-393
2080
$1K ﹤0.01%
179
-334
2081
$1K ﹤0.01%
26
-261
2082
$1K ﹤0.01%
+200
2083
$1K ﹤0.01%
+198
2084
$1K ﹤0.01%
+61
2085
$1K ﹤0.01%
+265
2086
$1K ﹤0.01%
+100
2087
$1K ﹤0.01%
+100
2088
$1K ﹤0.01%
+260
2089
$1K ﹤0.01%
200
+79
2090
$1K ﹤0.01%
+402
2091
$1K ﹤0.01%
+39
2092
$1K ﹤0.01%
+200
2093
$1K ﹤0.01%
+100
2094
$1K ﹤0.01%
200
2095
$1K ﹤0.01%
9
-608
2096
$1K ﹤0.01%
+574
2097
$1K ﹤0.01%
+89
2098
$1K ﹤0.01%
+62
2099
$1K ﹤0.01%
+97
2100
$1K ﹤0.01%
300
-300
82 83
84
85 86