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
$230M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$7.26M
2
+$7.1M
3
+$6.94M
4
GILD icon
Gilead Sciences
GILD
+$5.92M
5
EBAY icon
eBay
EBAY
+$5.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.12%
2 Healthcare 14.23%
3 Industrials 12.67%
4 Consumer Discretionary 11.64%
5 Communication Services 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.91%
+73,772
52
$2.1M 0.91%
+29,131
53
$2.05M 0.89%
+33,963
54
$2.04M 0.89%
+66,568
55
$2.02M 0.88%
+27,753
56
$2.01M 0.87%
+16,951
57
$1.97M 0.86%
+33,285
58
$1.94M 0.84%
+30,063
59
$1.92M 0.83%
+50,174
60
$1.88M 0.81%
+42,457
61
$1.86M 0.81%
+28,260
62
$1.79M 0.78%
+29,880
63
$1.74M 0.76%
+70,065
64
$1.54M 0.67%
+30,662
65
$1.3M 0.57%
+37,501
66
$1.22M 0.53%
+51,605
67
$1.1M 0.48%
+77,305
68
$1.09M 0.47%
+21,713
69
$1.05M 0.45%
+50,218
70
$973K 0.42%
+25,514
71
$960K 0.42%
+22,318
72
$870K 0.38%
+11,961
73
$473K 0.21%
+10,722
74
$312K 0.14%
+11,675
75
$74K 0.03%
+11,286
1 2
3