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
1476
$2K ﹤0.01%
+100
1477
$2K ﹤0.01%
+200
1478
$2K ﹤0.01%
+1
1479
$2K ﹤0.01%
+200
1480
$2K ﹤0.01%
+99
1481
$2K ﹤0.01%
+248
1482
$2K ﹤0.01%
+84
1483
$2K ﹤0.01%
+600
1484
$2K ﹤0.01%
+429
1485
$2K ﹤0.01%
+200
1486
$2K ﹤0.01%
+100
1487
$2K ﹤0.01%
+260
1488
$2K ﹤0.01%
+102
1489
$2K ﹤0.01%
+231
1490
$2K ﹤0.01%
+155
1491
$2K ﹤0.01%
+189
1492
$2K ﹤0.01%
+341
1493
$2K ﹤0.01%
+78
1494
$2K ﹤0.01%
+107
1495
$2K ﹤0.01%
+637
1496
$2K ﹤0.01%
+99
1497
$2K ﹤0.01%
+200
1498
$2K ﹤0.01%
+87
1499
$2K ﹤0.01%
+364
1500
$2K ﹤0.01%
+165
58 59
60
61 62