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
2326
$1K ﹤0.01%
+3
2327
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+15
2328
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48
-152
2329
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16
-35
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2331
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+100
2332
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53
+20
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32
-94
2334
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2335
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+115
2338
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44
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2339
$1K ﹤0.01%
+230
2340
$1K ﹤0.01%
100
+30
2341
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185
-278
2342
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95
-348
2343
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87
-317
2344
$1K ﹤0.01%
+96
2345
$1K ﹤0.01%
56
-152
2346
$1K ﹤0.01%
+123
2347
$1K ﹤0.01%
+32
2348
$1K ﹤0.01%
+167
2349
$1K ﹤0.01%
+65
2350
$1K ﹤0.01%
+480
92 93
94
95 96