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GSC

Ground Swell Capital Portfolio holdings

AUM $50.7M
1-Year Est. Return 30.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,987
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$1.14M
3 +$755K
4
GSAT icon
Globalstar
GSAT
+$669K
5
MDLZ icon
Mondelez International
MDLZ
+$649K

Top Sells

No sells this quarter

Sector Composition

1 Financials 9%
2 Communication Services 8.93%
3 Healthcare 7.24%
4 Technology 6.5%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$27K 0.05%
+750
302
$27K 0.05%
+578
303
$27K 0.05%
+94
304
$27K 0.05%
+508
305
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+258
306
$27K 0.05%
+769
307
$27K 0.05%
+254
308
$27K 0.05%
+500
309
$26K 0.05%
+660
310
$26K 0.05%
+214
311
$26K 0.05%
+452
312
$26K 0.05%
+384
313
$26K 0.05%
+642
314
$26K 0.05%
+318
315
$26K 0.05%
+1,995
316
$26K 0.05%
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317
$26K 0.05%
+755
318
$26K 0.05%
+248
319
$26K 0.05%
+716
320
$26K 0.05%
+964
321
$26K 0.05%
+1,508
322
$26K 0.05%
+2,662
323
$25K 0.05%
+354
324
$25K 0.05%
+1,328
325
$25K 0.05%
+527