GSC

Ground Swell Capital Portfolio holdings

AUM $45.7M
1-Year Est. Return 25.65%
This Quarter Est. Return
1 Year Est. Return
+25.65%
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
+$14.1M
2
+$1.19M
3
+$832K
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$780K
5
MDLZ icon
Mondelez International
MDLZ
+$667K

Top Sells

No sells this quarter

Sector Composition

1 Financials 9%
2 Communication Services 8.91%
3 Healthcare 7.24%
4 Technology 6.53%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$3K 0.01%
+202
1327
$3K 0.01%
+78
1328
$3K 0.01%
+200
1329
$3K 0.01%
+159
1330
$3K 0.01%
+100
1331
$3K 0.01%
+453
1332
$3K 0.01%
+301
1333
$3K 0.01%
+376
1334
$3K 0.01%
+510
1335
$3K 0.01%
+100
1336
$3K 0.01%
+7
1337
$3K 0.01%
+200
1338
$3K 0.01%
+77
1339
$3K 0.01%
+160
1340
$3K 0.01%
+43
1341
$3K 0.01%
+100
1342
$3K 0.01%
+181
1343
$3K 0.01%
+181
1344
$3K 0.01%
+15
1345
$3K 0.01%
+174
1346
$3K 0.01%
+400
1347
$3K 0.01%
+300
1348
$3K 0.01%
+136
1349
$3K 0.01%
+525
1350
$3K 0.01%
+31
52 53
54
55 56