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
1501
$2K ﹤0.01%
+100
1502
$2K ﹤0.01%
+100
1503
$2K ﹤0.01%
+95
1504
$2K ﹤0.01%
+141
1505
$2K ﹤0.01%
+1,600
1506
$2K ﹤0.01%
+115
1507
$2K ﹤0.01%
+100
1508
$2K ﹤0.01%
+100
1509
$2K ﹤0.01%
+92
1510
$2K ﹤0.01%
+100
1511
$2K ﹤0.01%
+100
1512
$2K ﹤0.01%
+200
1513
$2K ﹤0.01%
+500
1514
$2K ﹤0.01%
+200
1515
$2K ﹤0.01%
+300
1516
$2K ﹤0.01%
+300
1517
$2K ﹤0.01%
+100
1518
$2K ﹤0.01%
+700
1519
$2K ﹤0.01%
+200
1520
$2K ﹤0.01%
+100
1521
$2K ﹤0.01%
+200
1522
$2K ﹤0.01%
+31
1523
$2K ﹤0.01%
+200
1524
$2K ﹤0.01%
+400
1525
$2K ﹤0.01%
+200
59 60
61
62 63