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
$768M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$6.09M
3
+$5.6M
4
MU icon
Micron Technology
MU
+$5.11M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$4.27M

Top Sells

1
+$7.15M
2
+$6.49M
3
+$5.96M
4
PLTR icon
Palantir
PLTR
+$5.82M
5
AMD icon
Advanced Micro Devices
AMD
+$5.63M

Sector Composition

1 Technology 20.2%
2 Financials 12.08%
3 Healthcare 11.84%
4 Industrials 7.07%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.12M 1.06%
69,269
-1,347
27
$7.98M 1.04%
240,002
+3,471
28
$7.86M 1.02%
45,992
+10,218
29
$7.86M 1.02%
128,542
+14,659
30
$7.82M 1.02%
74,976
-2,492
31
$7.81M 1.02%
96,765
-36,305
32
$7.45M 0.97%
33,749
-604
33
$7.44M 0.97%
59,907
-369
34
$7.39M 0.96%
43,477
-271
35
$7.34M 0.95%
110,162
+38,853
36
$7.23M 0.94%
465,513
+42,793
37
$6.96M 0.91%
106,787
+3,174
38
$6.89M 0.9%
40,414
+24,169
39
$6.54M 0.85%
53,241
-942
40
$6.43M 0.84%
66,868
-1,377
41
$6.31M 0.82%
16,243
-480
42
$6.27M 0.82%
74,164
+37,078
43
$6.26M 0.81%
30,281
+771
44
$5.98M 0.78%
79,563
-26,239
45
$5.67M 0.74%
47,866
-5,274
46
$5.64M 0.73%
57,485
+1,975
47
$5.6M 0.73%
+39,022
48
$5.44M 0.71%
75,683
-1,099
49
$5.38M 0.7%
229,424
-15,760
50
$5.27M 0.69%
99,743
+3,326
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