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
1551
$2K ﹤0.01%
+100
1552
$2K ﹤0.01%
+100
1553
$2K ﹤0.01%
+15
1554
$2K ﹤0.01%
+152
1555
$2K ﹤0.01%
+236
1556
$2K ﹤0.01%
+257
1557
$2K ﹤0.01%
+84
1558
$2K ﹤0.01%
+2
1559
$2K ﹤0.01%
+41
1560
$2K ﹤0.01%
+192
1561
$2K ﹤0.01%
+71
1562
$2K ﹤0.01%
+300
1563
$2K ﹤0.01%
+68
1564
$2K ﹤0.01%
+102
1565
$2K ﹤0.01%
+51
1566
$2K ﹤0.01%
+123
1567
$2K ﹤0.01%
+159
1568
$2K ﹤0.01%
+200
1569
$2K ﹤0.01%
+200
1570
$2K ﹤0.01%
+200
1571
$2K ﹤0.01%
+23
1572
$2K ﹤0.01%
+50
1573
$2K ﹤0.01%
+98
1574
$2K ﹤0.01%
+85
1575
$2K ﹤0.01%
+40
61 62
63
64 65