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
576
$14K 0.03%
+445
577
$14K 0.03%
+115
578
$14K 0.03%
+549
579
$14K 0.03%
+298
580
$14K 0.03%
+487
581
$14K 0.03%
+360
582
$14K 0.03%
+212
583
$14K 0.03%
+584
584
$14K 0.03%
+1,000
585
$14K 0.03%
+230
586
$14K 0.03%
+800
587
$14K 0.03%
+414
588
$14K 0.03%
+663
589
$14K 0.03%
+1,000
590
$13K 0.03%
+232
591
$13K 0.03%
+266
592
$13K 0.03%
+912
593
$13K 0.03%
+146
594
$13K 0.03%
+537
595
$13K 0.03%
+68
596
$13K 0.03%
+909
597
$13K 0.03%
+530
598
$13K 0.03%
+220
599
$13K 0.03%
+250
600
$13K 0.03%
+327
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