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
2176
$1K ﹤0.01%
+123
2177
$1K ﹤0.01%
+32
2178
$1K ﹤0.01%
+167
2179
$1K ﹤0.01%
+65
2180
$1K ﹤0.01%
+480
2181
$1K ﹤0.01%
54
+4
2182
$1K ﹤0.01%
+84
2183
$1K ﹤0.01%
+5
2184
$1K ﹤0.01%
+49
2185
$1K ﹤0.01%
+47
2186
$1K ﹤0.01%
+100
2187
$1K ﹤0.01%
+9
2188
$1K ﹤0.01%
+100
2189
$1K ﹤0.01%
+200
2190
$1K ﹤0.01%
+128
2191
$1K ﹤0.01%
+28
2192
$1K ﹤0.01%
200
-435
2193
$1K ﹤0.01%
+13
2194
$1K ﹤0.01%
+110
2195
$1K ﹤0.01%
+70
2196
$1K ﹤0.01%
12
-25
2197
$1K ﹤0.01%
+166
2198
$1K ﹤0.01%
71
-29
2199
$1K ﹤0.01%
+98
2200
$1K ﹤0.01%
+143
86 87
88
89 90