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

Top Buys

1
+$5.83M
2
+$5.48M
3
+$4.23M
4
TAP icon
Molson Coors Class B
TAP
+$4.09M
5
EXPE icon
Expedia Group
EXPE
+$3.68M

Top Sells

1
+$5.21M
2
+$5.21M
3
+$5.16M
4
MRK icon
Merck
MRK
+$5.01M
5
WMT icon
Walmart Inc
WMT
+$4.52M

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
226
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230
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232
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233
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240
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-4,894
241
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6 7 8 9
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