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 8.94%
3 Healthcare 7.24%
4 Technology 6.5%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$1K ﹤0.01%
+100
1802
$1K ﹤0.01%
+100
1803
$1K ﹤0.01%
+25
1804
$1K ﹤0.01%
+77
1805
$1K ﹤0.01%
+50
1806
$1K ﹤0.01%
+183
1807
$1K ﹤0.01%
+100
1808
$1K ﹤0.01%
+100
1809
$1K ﹤0.01%
+300
1810
$1K ﹤0.01%
+100
1811
$1K ﹤0.01%
+36
1812
$1K ﹤0.01%
+200
1813
$1K ﹤0.01%
+150
1814
$1K ﹤0.01%
+100
1815
$1K ﹤0.01%
+81
1816
$1K ﹤0.01%
+79
1817
$1K ﹤0.01%
+200
1818
$1K ﹤0.01%
+130
1819
$1K ﹤0.01%
+96
1820
$1K ﹤0.01%
+40
1821
$1K ﹤0.01%
+80
1822
$1K ﹤0.01%
+200
1823
$1K ﹤0.01%
+40
1824
$1K ﹤0.01%
+110
1825
$1K ﹤0.01%
+125
71 72
73
74 75