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 15.03%
2 Financials 13.45%
3 Healthcare 12.17%
4 Industrials 9.47%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$1K ﹤0.01%
12
-85
2277
$1K ﹤0.01%
+2
2278
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+59
2279
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+46
2280
$1K ﹤0.01%
+42
2281
$1K ﹤0.01%
+60
2282
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+54
2283
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+30
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+200
2285
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150
-197
2286
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+15
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86
-114
2288
$1K ﹤0.01%
200
+100
2289
$1K ﹤0.01%
+200
2290
$1K ﹤0.01%
+48
2291
$1K ﹤0.01%
83
-829
2292
$1K ﹤0.01%
+100
2293
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+200
2294
$1K ﹤0.01%
+34
2295
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43
-557
2296
$1K ﹤0.01%
118
-139
2297
$1K ﹤0.01%
+220
2298
$1K ﹤0.01%
88
-28
2299
$1K ﹤0.01%
+60
2300
$1K ﹤0.01%
+388
90 91
92
93 94