GSC

Ground Swell Capital Portfolio holdings

AUM $61.2M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$59.2M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$28.9M
2
+$1.79M
3
+$1.5M
4
PEP icon
PepsiCo
PEP
+$1.16M
5
ADP icon
Automatic Data Processing
ADP
+$832K

Top Sells

1
+$9.52M
2
+$8.28M
3
+$4.22M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.05M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$903K

Sector Composition

1 Technology 14.39%
2 Communication Services 2.78%
3 Consumer Staples 2.6%
4 Consumer Discretionary 2.43%
5 Financials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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