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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
$688M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$4.91M
3
+$4.34M
4
CRWD icon
CrowdStrike
CRWD
+$4.15M
5
COP icon
ConocoPhillips
COP
+$4.03M

Top Sells

1
+$7.8M
2
+$7.37M
3
+$7.02M
4
QCOM icon
Qualcomm
QCOM
+$4.77M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$4.59M

Sector Composition

1 Technology 20.37%
2 Healthcare 14.79%
3 Industrials 8.48%
4 Financials 7.22%
5 Energy 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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