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
2101
$1K ﹤0.01%
+22
2102
$1K ﹤0.01%
+69
2103
$1K ﹤0.01%
+100
2104
$1K ﹤0.01%
+246
2105
$1K ﹤0.01%
+249
2106
$1K ﹤0.01%
+140
2107
$1K ﹤0.01%
+53
2108
$1K ﹤0.01%
+196
2109
$1K ﹤0.01%
+100
2110
$1K ﹤0.01%
465
-220
2111
$1K ﹤0.01%
+30
2112
$1K ﹤0.01%
+262
2113
$1K ﹤0.01%
+144
2114
$1K ﹤0.01%
317
-17
2115
$1K ﹤0.01%
+81
2116
$1K ﹤0.01%
264
-329
2117
$1K ﹤0.01%
71
-219
2118
$1K ﹤0.01%
+400
2119
$1K ﹤0.01%
+200
2120
$1K ﹤0.01%
+53
2121
$1K ﹤0.01%
+100
2122
$1K ﹤0.01%
+100
2123
$1K ﹤0.01%
15
-85
2124
$1K ﹤0.01%
+51
2125
$1K ﹤0.01%
+700
83 84
85
86 87