GSC
Ground Swell Capital Portfolio holdings
AUM
$61.2M
1-Year Return
13.35%
This Quarter Return
+4.34%
1 Year Return
+13.35%
3 Year Return
+37.7%
5 Year Return
–
10 Year Return
–
AUM
$51.5M
AUM Growth
–
Cap. Flow
+$51.5M
Cap. Flow
% of AUM
99.97%
Top 10 Holdings %
Top 10 Hldgs %
38.66%
Holding
1,987
New
1,976
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$14.1M |
| 2 |
Comcast
CMCSA
|
$1.19M |
| 3 |
Globalstar
GSAT
|
$832K |
| 4 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$780K |
| 5 |
Mondelez International
MDLZ
|
$667K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 9% |
| 2 | Communication Services | 8.91% |
| 3 | Healthcare | 7.24% |
| 4 | Technology | 6.53% |
| 5 | Industrials | 6% |
