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
1651
$2K ﹤0.01%
+300
1652
$2K ﹤0.01%
+126
1653
$2K ﹤0.01%
+161
1654
$2K ﹤0.01%
+200
1655
$2K ﹤0.01%
+83
1656
$2K ﹤0.01%
+48
1657
$2K ﹤0.01%
+200
1658
$2K ﹤0.01%
+15
1659
$2K ﹤0.01%
+17
1660
$2K ﹤0.01%
+135
1661
$2K ﹤0.01%
+1
1662
$2K ﹤0.01%
+200
1663
$2K ﹤0.01%
+72
1664
$2K ﹤0.01%
+92
1665
$2K ﹤0.01%
+100
1666
$2K ﹤0.01%
+102
1667
$2K ﹤0.01%
+300
1668
$2K ﹤0.01%
+100
1669
– –
0
1670
$1K ﹤0.01%
+132
1671
$1K ﹤0.01%
+9
1672
$1K ﹤0.01%
+100
1673
$1K ﹤0.01%
+9
1674
$1K ﹤0.01%
+25
1675
$1K ﹤0.01%
+20
65 66
67
68 69