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
2226
$1K ﹤0.01%
+11
2227
$1K ﹤0.01%
+160
2228
$1K ﹤0.01%
+72
2229
$1K ﹤0.01%
+49
2230
$1K ﹤0.01%
1
2231
$1K ﹤0.01%
64
-36
2232
$1K ﹤0.01%
+300
2233
$1K ﹤0.01%
+134
2234
$1K ﹤0.01%
+7
2235
$1K ﹤0.01%
100
2236
$1K ﹤0.01%
100
2237
$1K ﹤0.01%
93
-107
2238
$1K ﹤0.01%
+41
2239
$1K ﹤0.01%
+20
2240
$1K ﹤0.01%
185
-415
2241
$1K ﹤0.01%
+200
2242
$1K ﹤0.01%
+14
2243
$1K ﹤0.01%
+100
2244
$1K ﹤0.01%
36
-105
2245
$1K ﹤0.01%
+200
2246
$1K ﹤0.01%
153
-27
2247
$1K ﹤0.01%
+33
2248
$1K ﹤0.01%
+29
2249
$1K ﹤0.01%
+81
2250
$1K ﹤0.01%
+350
88 89
90
91 92