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
2226
$1K ﹤0.01%
+402
2227
$1K ﹤0.01%
+39
2228
$1K ﹤0.01%
+200
2229
$1K ﹤0.01%
+100
2230
$1K ﹤0.01%
200
2231
$1K ﹤0.01%
9
-608
2232
$1K ﹤0.01%
+574
2233
$1K ﹤0.01%
+89
2234
$1K ﹤0.01%
+62
2235
$1K ﹤0.01%
+97
2236
$1K ﹤0.01%
300
-300
2237
$1K ﹤0.01%
+22
2238
$1K ﹤0.01%
+69
2239
$1K ﹤0.01%
+100
2240
$1K ﹤0.01%
+246
2241
$1K ﹤0.01%
+249
2242
$1K ﹤0.01%
+140
2243
$1K ﹤0.01%
+53
2244
$1K ﹤0.01%
+196
2245
$1K ﹤0.01%
+100
2246
$1K ﹤0.01%
465
-220
2247
$1K ﹤0.01%
+30
2248
$1K ﹤0.01%
+262
2249
$1K ﹤0.01%
+144
2250
$1K ﹤0.01%
317
-17
88 89
90
91 92