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
$636M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.2M
3
+$4.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.23M
5
EXPE icon
Expedia Group
EXPE
+$4.12M

Top Sells

1
+$5.29M
2
+$5.23M
3
+$5.04M
4
MRK icon
Merck
MRK
+$5.01M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$4.46M

Sector Composition

1 Technology 16.15%
2 Healthcare 12.79%
3 Financials 9.67%
4 Industrials 9.26%
5 Consumer Discretionary 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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