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
2251
$1K ﹤0.01%
+81
2252
$1K ﹤0.01%
8
-22
2253
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+56
2254
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+10
2255
$1K ﹤0.01%
+100
2256
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+187
2257
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7
-7
2258
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+63
2259
$1K ﹤0.01%
+200
2260
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12
-85
2261
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+2
2262
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2263
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+46
2264
$1K ﹤0.01%
+42
2265
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+60
2266
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+54
2267
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+30
2268
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300
+100
2269
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+200
2270
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150
-197
2271
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+15
2272
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86
-114
2273
$1K ﹤0.01%
200
+100
2274
$1K ﹤0.01%
+200
2275
$1K ﹤0.01%
+48
89 90
91
92 93