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
2251
$1K ﹤0.01%
+8
2252
$1K ﹤0.01%
10
2253
$1K ﹤0.01%
+48
2254
$1K ﹤0.01%
100
2255
$1K ﹤0.01%
117
-1,075
2256
$1K ﹤0.01%
+120
2257
$1K ﹤0.01%
+48
2258
$1K ﹤0.01%
+49
2259
$1K ﹤0.01%
96
-294
2260
$1K ﹤0.01%
+50
2261
$1K ﹤0.01%
+3
2262
$1K ﹤0.01%
+100
2263
$1K ﹤0.01%
+269
2264
$1K ﹤0.01%
+260
2265
$1K ﹤0.01%
110
-94
2266
$1K ﹤0.01%
+20
2267
$1K ﹤0.01%
+100
2268
$1K ﹤0.01%
20
2269
$1K ﹤0.01%
84
-92
2270
$1K ﹤0.01%
+77
2271
$1K ﹤0.01%
+210
2272
$1K ﹤0.01%
+100
2273
$1K ﹤0.01%
+85
2274
$1K ﹤0.01%
60
-61
2275
$1K ﹤0.01%
+100
89 90
91
92 93