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
1901
$1K ﹤0.01%
+116
1902
$1K ﹤0.01%
+19
1903
$1K ﹤0.01%
+68
1904
$1K ﹤0.01%
+32
1905
$1K ﹤0.01%
+100
1906
$1K ﹤0.01%
+15
1907
$1K ﹤0.01%
+40
1908
$1K ﹤0.01%
+100
1909
$1K ﹤0.01%
+89
1910
$1K ﹤0.01%
+100
1911
$1K ﹤0.01%
+100
1912
$1K ﹤0.01%
+200
1913
$1K ﹤0.01%
+121
1914
$1K ﹤0.01%
+54
1915
$1K ﹤0.01%
+159
1916
$1K ﹤0.01%
+69
1917
$1K ﹤0.01%
+100
1918
$1K ﹤0.01%
+34
1919
$1K ﹤0.01%
+55
1920
$1K ﹤0.01%
+87
1921
$1K ﹤0.01%
+150
1922
$1K ﹤0.01%
+252
1923
$1K ﹤0.01%
+54
1924
– –
0
1925
$1K ﹤0.01%
+40
75 76
77
78 79