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
$434M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$5.84M
3
+$5.49M
4
WMT icon
Walmart
WMT
+$4.34M
5
XOM icon
Exxon Mobil
XOM
+$4.07M

Top Sells

1
+$5.74M
2
+$5.04M
3
+$4.81M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.43M
5
GILD icon
Gilead Sciences
GILD
+$4.14M

Sector Composition

1 Financials 11.99%
2 Technology 11.8%
3 Healthcare 11.1%
4 Industrials 10.89%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.22M 1.43%
57,155
+7,897
27
$6.12M 1.41%
177,874
+2,816
28
$6.01M 1.39%
154,325
+140,960
29
$5.99M 1.38%
139,305
+2,281
30
$5.84M 1.35%
+92,210
31
$5.82M 1.34%
88,142
+2,275
32
$5.73M 1.32%
113,578
+1,261
33
$5.72M 1.32%
54,900
+2,364
34
$5.58M 1.28%
80,302
+32,245
35
$5.41M 1.25%
10,838
+5
36
$5.31M 1.22%
55,536
-128
37
$5.25M 1.21%
66,771
+750
38
$5.15M 1.19%
41,385
+470
39
$4.57M 1.05%
60,204
+18,909
40
$4.53M 1.04%
21,687
-17,113
41
$4.52M 1.04%
23,144
+285
42
$4.43M 1.02%
72,722
+21,033
43
$4.39M 1.01%
86,910
+3,356
44
$4.34M 1%
+152,214
45
$4.3M 0.99%
52,008
+49,178
46
$4.3M 0.99%
102,900
-1,580
47
$4.28M 0.99%
14,737
+3,359
48
$4.16M 0.96%
66,511
+3,950
49
$4.11M 0.95%
49,353
+1,279
50
$3.94M 0.91%
89,821
+2,466
1
2
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