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
2126
$1K ﹤0.01%
224
-413
2127
$1K ﹤0.01%
+464
2128
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+115
2129
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+433
2130
$1K ﹤0.01%
+200
2131
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+1,000
2132
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+295
2133
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+100
2134
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+100
2135
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+64
2136
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100
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2137
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+100
2138
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38
-52
2139
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+65
2140
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175
-25
2141
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+200
2142
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67
-33
2143
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33
-121
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12
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2145
$1K ﹤0.01%
51
-62
2146
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+52
2147
$1K ﹤0.01%
105
-295
2148
$1K ﹤0.01%
200
-131
2149
$1K ﹤0.01%
+81
2150
$1K ﹤0.01%
68
-37
84 85
86
87 88