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
1851
$1K ﹤0.01%
+100
1852
$1K ﹤0.01%
+50
1853
$1K ﹤0.01%
+20
1854
$1K ﹤0.01%
+45
1855
– –
0
1856
$1K ﹤0.01%
+226
1857
$1K ﹤0.01%
+240
1858
$1K ﹤0.01%
+94
1859
$1K ﹤0.01%
+39
1860
$1K ﹤0.01%
+88
1861
$1K ﹤0.01%
+141
1862
$1K ﹤0.01%
+300
1863
$1K ﹤0.01%
+110
1864
$1K ﹤0.01%
+334
1865
$1K ﹤0.01%
+200
1866
$1K ﹤0.01%
+100
1867
$1K ﹤0.01%
+100
1868
$1K ﹤0.01%
+881
1869
$1K ﹤0.01%
+36
1870
$1K ﹤0.01%
+200
1871
$1K ﹤0.01%
+200
1872
$1K ﹤0.01%
+33
1873
$1K ﹤0.01%
+132
1874
$1K ﹤0.01%
+9
1875
$1K ﹤0.01%
+100
73 74
75
76 77