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GCA

Greenwood Capital Associates Portfolio holdings

AUM $908M
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$6.1M
3
+$5.45M
4
WMT icon
Walmart Inc
WMT
+$4.33M
5
XOM icon
Exxon Mobil
XOM
+$3.92M

Top Sells

1
+$5.74M
2
+$5.04M
3
+$4.81M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.43M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.22M

Sector Composition

1 Financials 11.99%
2 Technology 11.8%
3 Healthcare 11.1%
4 Industrials 10.89%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-7,455
227
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228
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229
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-54,895
230
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231
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232
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235
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238
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239
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-40,860
240
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-3,305
6 7 8 9
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