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
$741M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.35M
3
+$4.51M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.36M
5
META icon
Meta Platforms (Facebook)
META
+$3.61M

Top Sells

1
+$9.52M
2
+$9.5M
3
+$6.2M
4
EA icon
Electronic Arts
EA
+$5.8M
5
PEP icon
PepsiCo
PEP
+$5.34M

Sector Composition

1 Technology 19.03%
2 Financials 12.5%
3 Healthcare 9.89%
4 Industrials 6.8%
5 Communication Services 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
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