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
551
$15K 0.03%
+191
552
$15K 0.03%
+630
553
$15K 0.03%
+228
554
$15K 0.03%
+113
555
$15K 0.03%
+500
556
$15K 0.03%
+170
557
$14K 0.03%
+383
558
$14K 0.03%
+290
559
$14K 0.03%
+198
560
$14K 0.03%
+180
561
$14K 0.03%
+400
562
$14K 0.03%
+120
563
$14K 0.03%
+200
564
$14K 0.03%
+83
565
$14K 0.03%
+996
566
$14K 0.03%
+314
567
$14K 0.03%
+236
568
$14K 0.03%
+558
569
$14K 0.03%
+896
570
$14K 0.03%
+364
571
$14K 0.03%
+370
572
$14K 0.03%
+300
573
$14K 0.03%
+187
574
$14K 0.03%
+502
575
$14K 0.03%
+126
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