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
1451
$2K ﹤0.01%
+70
1452
$2K ﹤0.01%
+200
1453
$2K ﹤0.01%
+100
1454
$2K ﹤0.01%
+42
1455
$2K ﹤0.01%
+75
1456
$2K ﹤0.01%
+145
1457
$2K ﹤0.01%
+288
1458
$2K ﹤0.01%
+300
1459
$2K ﹤0.01%
+97
1460
$2K ﹤0.01%
+29
1461
$2K ﹤0.01%
+200
1462
$2K ﹤0.01%
+200
1463
$2K ﹤0.01%
+200
1464
$2K ﹤0.01%
+333
1465
$2K ﹤0.01%
+200
1466
$2K ﹤0.01%
+128
1467
$2K ﹤0.01%
+337
1468
$2K ﹤0.01%
+87
1469
$2K ﹤0.01%
+100
1470
$2K ﹤0.01%
+142
1471
$2K ﹤0.01%
+91
1472
$2K ﹤0.01%
+86
1473
$2K ﹤0.01%
+20
1474
$2K ﹤0.01%
+121
1475
$2K ﹤0.01%
+141
57 58
59
60 61