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
701
$10K 0.02%
+657
702
$10K 0.02%
+776
703
$10K 0.02%
+30
704
$10K 0.02%
+470
705
$10K 0.02%
+187
706
$10K 0.02%
+185
707
$10K 0.02%
+290
708
$10K 0.02%
+180
709
$10K 0.02%
+200
710
$10K 0.02%
+114
711
$10K 0.02%
+96
712
$10K 0.02%
+198
713
$10K 0.02%
+17
714
$10K 0.02%
+182
715
$10K 0.02%
+132
716
$10K 0.02%
+325
717
$10K 0.02%
+14
718
$10K 0.02%
+788
719
$10K 0.02%
+474
720
$10K 0.02%
+224
721
$10K 0.02%
+345
722
$10K 0.02%
+100
723
$10K 0.02%
+300
724
$10K 0.02%
+122
725
$10K 0.02%
+423
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