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
2151
$1K ﹤0.01%
200
+7
2152
$1K ﹤0.01%
+300
2153
$1K ﹤0.01%
+86
2154
$1K ﹤0.01%
+240
2155
$1K ﹤0.01%
47
-1,590
2156
$1K ﹤0.01%
+234
2157
$1K ﹤0.01%
145
-32
2158
$1K ﹤0.01%
+200
2159
$1K ﹤0.01%
+60
2160
$1K ﹤0.01%
+100
2161
$1K ﹤0.01%
+200
2162
$1K ﹤0.01%
100
+10
2163
$1K ﹤0.01%
+200
2164
$1K ﹤0.01%
+200
2165
$1K ﹤0.01%
+34
2166
$1K ﹤0.01%
7
-7
2167
$1K ﹤0.01%
+63
2168
$1K ﹤0.01%
+200
2169
$1K ﹤0.01%
12
-85
2170
$1K ﹤0.01%
+2
2171
$1K ﹤0.01%
+59
2172
$1K ﹤0.01%
+46
2173
$1K ﹤0.01%
+42
2174
$1K ﹤0.01%
+36
2175
$1K ﹤0.01%
+291
85 86
87
88 89