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
2351
$1K ﹤0.01%
+291
2352
$1K ﹤0.01%
+76
2353
$1K ﹤0.01%
200
-300
2354
$1K ﹤0.01%
+48
2355
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+49
2356
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96
-294
2357
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+50
2358
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+3
2359
$1K ﹤0.01%
+100
2360
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+269
2361
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100
-217
2362
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2363
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110
-94
2364
$1K ﹤0.01%
+20
2365
$1K ﹤0.01%
+100
2366
$1K ﹤0.01%
20
2367
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84
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2368
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+77
2369
$1K ﹤0.01%
+210
2370
$1K ﹤0.01%
+100
2371
$1K ﹤0.01%
+85
2372
$1K ﹤0.01%
60
-61
2373
$1K ﹤0.01%
+100
2374
$1K ﹤0.01%
+50
2375
$1K ﹤0.01%
+40
93 94
95
96 97