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
651
$12K 0.02%
+152
652
$12K 0.02%
+300
653
$12K 0.02%
+264
654
$12K 0.02%
+212
655
$11K 0.02%
+738
656
$11K 0.02%
+486
657
$11K 0.02%
+166
658
– –
0
659
$11K 0.02%
+200
660
$11K 0.02%
+342
661
$11K 0.02%
+154
662
$11K 0.02%
+171
663
$11K 0.02%
+569
664
$11K 0.02%
+83
665
$11K 0.02%
+160
666
$11K 0.02%
+458
667
$11K 0.02%
+158
668
$11K 0.02%
+912
669
$11K 0.02%
+755
670
$11K 0.02%
+788
671
$11K 0.02%
+92
672
$11K 0.02%
+600
673
$11K 0.02%
+66
674
$11K 0.02%
+302
675
$11K 0.02%
+227
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