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
1626
$2K ﹤0.01%
+169
1627
$2K ﹤0.01%
+139
1628
$2K ﹤0.01%
+75
1629
$2K ﹤0.01%
+200
1630
$2K ﹤0.01%
+57
1631
$2K ﹤0.01%
+76
1632
$2K ﹤0.01%
+41
1633
$2K ﹤0.01%
+100
1634
$2K ﹤0.01%
+76
1635
$2K ﹤0.01%
+29
1636
$2K ﹤0.01%
+143
1637
$2K ﹤0.01%
+38
1638
$2K ﹤0.01%
+117
1639
$2K ﹤0.01%
+155
1640
$2K ﹤0.01%
+97
1641
$2K ﹤0.01%
+159
1642
$2K ﹤0.01%
+25
1643
$2K ﹤0.01%
+100
1644
$2K ﹤0.01%
+41
1645
$2K ﹤0.01%
+97
1646
$2K ﹤0.01%
+102
1647
$2K ﹤0.01%
+51
1648
$2K ﹤0.01%
+131
1649
$2K ﹤0.01%
+200
1650
$2K ﹤0.01%
+78
64 65
66
67 68