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
1901
$1K ﹤0.01%
+40
1902
$1K ﹤0.01%
+134
1903
$1K ﹤0.01%
+100
1904
$1K ﹤0.01%
+100
1905
$1K ﹤0.01%
+16
1906
$1K ﹤0.01%
+115
1907
$1K ﹤0.01%
+100
1908
$1K ﹤0.01%
+200
1909
$1K ﹤0.01%
+100
1910
$1K ﹤0.01%
+200
1911
$1K ﹤0.01%
+377
1912
$1K ﹤0.01%
+45
1913
$1K ﹤0.01%
+539
1914
$1K ﹤0.01%
+31
1915
$1K ﹤0.01%
+37
1916
$1K ﹤0.01%
+15
1917
$1K ﹤0.01%
+180
1918
$1K ﹤0.01%
+101
1919
$1K ﹤0.01%
+33
1920
$1K ﹤0.01%
+7
1921
$1K ﹤0.01%
+84
1922
$1K ﹤0.01%
+10
1923
$1K ﹤0.01%
+100
1924
$1K ﹤0.01%
+150
1925
$1K ﹤0.01%
+37
75 76
77
78 79