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
1876
$1K ﹤0.01%
+58
1877
$1K ﹤0.01%
+200
1878
$1K ﹤0.01%
+80
1879
$1K ﹤0.01%
+100
1880
$1K ﹤0.01%
+188
1881
$1K ﹤0.01%
+196
1882
$1K ﹤0.01%
+102
1883
$1K ﹤0.01%
+18
1884
$1K ﹤0.01%
+100
1885
$1K ﹤0.01%
+300
1886
$1K ﹤0.01%
+63
1887
$1K ﹤0.01%
+200
1888
$1K ﹤0.01%
+50
1889
$1K ﹤0.01%
+100
1890
$1K ﹤0.01%
+59
1891
$1K ﹤0.01%
+100
1892
$1K ﹤0.01%
+40
1893
$1K ﹤0.01%
+97
1894
$1K ﹤0.01%
+937
1895
$1K ﹤0.01%
+6
1896
$1K ﹤0.01%
+72
1897
$1K ﹤0.01%
+400
1898
$1K ﹤0.01%
+81
1899
$1K ﹤0.01%
+52
1900
$1K ﹤0.01%
+42
74 75
76
77 78