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
1776
$1K ﹤0.01%
+11
1777
$1K ﹤0.01%
+108
1778
$1K ﹤0.01%
+17
1779
$1K ﹤0.01%
+147
1780
$1K ﹤0.01%
+200
1781
$1K ﹤0.01%
+300
1782
$1K ﹤0.01%
+100
1783
$1K ﹤0.01%
+90
1784
$1K ﹤0.01%
+100
1785
$1K ﹤0.01%
+100
1786
$1K ﹤0.01%
+25
1787
$1K ﹤0.01%
+77
1788
$1K ﹤0.01%
+50
1789
$1K ﹤0.01%
+183
1790
$1K ﹤0.01%
+100
1791
$1K ﹤0.01%
+100
1792
$1K ﹤0.01%
+300
1793
$1K ﹤0.01%
+100
1794
$1K ﹤0.01%
+36
1795
$1K ﹤0.01%
+200
1796
$1K ﹤0.01%
+150
1797
$1K ﹤0.01%
+100
1798
$1K ﹤0.01%
+81
1799
$1K ﹤0.01%
+79
1800
$1K ﹤0.01%
+200
70 71
72
73 74