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
1826
$1K ﹤0.01%
+70
1827
$1K ﹤0.01%
+100
1828
$1K ﹤0.01%
+10
1829
$1K ﹤0.01%
+390
1830
$1K ﹤0.01%
+100
1831
$1K ﹤0.01%
+290
1832
$1K ﹤0.01%
+61
1833
$1K ﹤0.01%
+55
1834
$1K ﹤0.01%
+112
1835
$1K ﹤0.01%
+200
1836
$1K ﹤0.01%
+144
1837
$1K ﹤0.01%
+200
1838
$1K ﹤0.01%
+300
1839
$1K ﹤0.01%
+185
1840
$1K ﹤0.01%
+123
1841
$1K ﹤0.01%
+101
1842
$1K ﹤0.01%
+109
1843
$1K ﹤0.01%
+10
1844
$1K ﹤0.01%
+300
1845
$1K ﹤0.01%
+74
1846
$1K ﹤0.01%
+100
1847
$1K ﹤0.01%
+685
1848
$1K ﹤0.01%
+40
1849
$1K ﹤0.01%
+111
1850
$1K ﹤0.01%
+41
72 73
74
75 76