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
1926
$1K ﹤0.01%
+148
1927
$1K ﹤0.01%
+45
1928
$1K ﹤0.01%
+1
1929
$1K ﹤0.01%
+100
1930
$1K ﹤0.01%
+55
1931
– –
0
1932
$1K ﹤0.01%
+20
1933
$1K ﹤0.01%
+45
1934
– –
0
1935
$1K ﹤0.01%
+100
1936
$1K ﹤0.01%
+40
1937
$1K ﹤0.01%
+171
1938
– –
0
1939
$1K ﹤0.01%
+22
1940
$1K ﹤0.01%
+40
1941
$1K ﹤0.01%
+200
1942
$1K ﹤0.01%
+15
1943
$1K ﹤0.01%
+90
1944
$1K ﹤0.01%
+71
1945
$1K ﹤0.01%
+217
1946
$1K ﹤0.01%
+200
1947
$1K ﹤0.01%
+10
1948
$1K ﹤0.01%
+200
1949
$1K ﹤0.01%
+200
1950
$1K ﹤0.01%
+300
76 77
78
79 80