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
526
$15K 0.03%
+454
527
$15K 0.03%
+1,224
528
$15K 0.03%
+447
529
$15K 0.03%
+312
530
$15K 0.03%
+172
531
$15K 0.03%
+342
532
$15K 0.03%
+296
533
$15K 0.03%
+382
534
$15K 0.03%
+275
535
$15K 0.03%
+501
536
$15K 0.03%
+362
537
$15K 0.03%
+200
538
$15K 0.03%
+174
539
$15K 0.03%
+583
540
$15K 0.03%
+600
541
$15K 0.03%
+400
542
$15K 0.03%
+1,000
543
$15K 0.03%
+882
544
$15K 0.03%
+600
545
$15K 0.03%
+541
546
$15K 0.03%
+300
547
$15K 0.03%
+248
548
$15K 0.03%
+256
549
$15K 0.03%
+647
550
$15K 0.03%
+935
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