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
$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
401
$20K 0.04%
+2,800
402
$20K 0.04%
+172
403
$20K 0.04%
+861
404
$20K 0.04%
+1,700
405
$20K 0.04%
+600
406
$20K 0.04%
+1,214
407
$20K 0.04%
+495
408
$20K 0.04%
+500
409
$20K 0.04%
+156
410
$20K 0.04%
+1,000
411
$20K 0.04%
+1,230
412
$20K 0.04%
+91
413
$20K 0.04%
+436
414
$20K 0.04%
+285
415
$20K 0.04%
+288
416
$20K 0.04%
+1,000
417
$20K 0.04%
+196
418
$19K 0.04%
+1,482
419
$19K 0.04%
+606
420
$19K 0.04%
+330
421
$19K 0.04%
+328
422
$19K 0.04%
+352
423
$19K 0.04%
+445
424
$19K 0.04%
+500
425
$19K 0.04%
+848
15 16
17
18 19