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
$459M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$8.26M
3
+$7.22M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.68M
5
CVS icon
CVS Health
CVS
+$4.47M

Top Sells

1
+$7.75M
2
+$5.67M
3
+$4.75M
4
XOM icon
Exxon Mobil
XOM
+$4.2M
5
NUE icon
Nucor
NUE
+$4.16M

Sector Composition

1 Healthcare 13.82%
2 Technology 12.82%
3 Industrials 10.98%
4 Financials 10.36%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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227
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228
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-6,981
229
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-6,992
230
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-15,703
231
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-12,811
232
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-1,966
233
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-4,832
6 7 8 9
10