GSC

Ground Swell Capital Portfolio holdings

AUM $50.7M
1-Year Est. Return 30.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$5.79M
3
+$1.66M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.57M
5
COST icon
Costco
COST
+$1.55M

Top Sells

1
+$32.8M
2
+$1.96M
3
+$1,000K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$957K
5
PDD icon
Pinduoduo
PDD
+$947K

Sector Composition

1 Technology 8.29%
2 Healthcare 6.16%
3 Consumer Discretionary 3.83%
4 Consumer Staples 3.2%
5 Industrials 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
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