GSC

Ground Swell Capital Portfolio holdings

AUM $61.2M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31M
AUM Growth
+$8.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.34M
3
+$1.11M
4
ADSK icon
Autodesk
ADSK
+$1.03M
5
AMD icon
Advanced Micro Devices
AMD
+$1.01M

Top Sells

1
+$1.9M
2
+$1.71M
3
+$1.04M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$966K
5
AAPL icon
Apple
AAPL
+$776K

Sector Composition

1 Technology 28.74%
2 Financials 19.55%
3 Healthcare 9.55%
4 Consumer Staples 8.3%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.02M 9.76%
97,333
-61,325
2
$1.37M 4.42%
+3,883
3
$1.34M 4.33%
+7,097
4
$1.11M 3.57%
+6,970
5
$1.03M 3.32%
+3,710
6
$1.01M 3.25%
+12,826
7
$950K 3.07%
+2,876
8
$780K 2.52%
+3,504
9
$688K 2.22%
+5,082
10
$672K 2.17%
+3,713
11
$655K 2.11%
+4,629
12
$651K 2.1%
+106,927
13
$619K 2%
+2,101
14
$492K 1.59%
5,360
+2,114
15
$492K 1.59%
+6,717
16
$448K 1.45%
8,657
+2,171
17
$416K 1.34%
+2,868
18
$411K 1.33%
+4,417
19
$375K 1.21%
4,392
+2,056
20
$366K 1.18%
+1,471
21
$355K 1.15%
+2,589
22
$333K 1.08%
+703
23
$330K 1.07%
+4,484
24
$329K 1.06%
+1,077
25
$329K 1.06%
+5,520
1
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