GCA

Greenwood Capital Associates Portfolio holdings

AUM $867M
1-Year Est. Return 17.95%
This Quarter Est. Return
1 Year Est. Return
+17.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$2.83M
3 +$2.71M
4
LUV icon
Southwest Airlines
LUV
+$2.59M
5
NUE icon
Nucor
NUE
+$2.43M

Top Sells

1 +$2.94M
2 +$2.52M
3 +$2.3M
4
AAPL icon
Apple
AAPL
+$1.86M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Technology 12.74%
2 Industrials 11.95%
3 Financials 11.64%
4 Healthcare 10.46%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-11,230
227
-5,303