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
$284M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.39M
3
+$3.3M
4
ADBE icon
Adobe
ADBE
+$2.49M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.48M

Top Sells

1
+$3.34M
2
+$3.02M
3
+$2.82M
4
INTC icon
Intel
INTC
+$2.3M
5
DE icon
Deere & Co
DE
+$2.24M

Sector Composition

1 Technology 14.04%
2 Healthcare 12.74%
3 Industrials 12.34%
4 Consumer Discretionary 11.35%
5 Financials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.83%
22,525
-15,655
52
$2.32M 0.82%
+19,971
53
$2.3M 0.81%
54,924
-1,096
54
$2.3M 0.81%
+10,105
55
$2.26M 0.8%
71,957
-1,815
56
$2.25M 0.79%
+16,933
57
$2.24M 0.79%
87,601
+35,996
58
$2.19M 0.77%
+93,574
59
$2.16M 0.76%
+102,021
60
$2.15M 0.76%
24,954
-1,460
61
$2.15M 0.76%
+20,122
62
$2.13M 0.75%
30,490
+2,230
63
$2.13M 0.75%
42,293
-13,319
64
$2.08M 0.73%
31,100
+1,220
65
$2.06M 0.73%
+54,162
66
$2.02M 0.71%
27,853
+100
67
$1.97M 0.69%
26,704
-2,427
68
$1.87M 0.66%
+34,357
69
$1.82M 0.64%
14,956
-1,995
70
$1.7M 0.6%
+97,077
71
$1.69M 0.6%
30,654
-8
72
$1.67M 0.59%
+19,388
73
$1.64M 0.58%
+18,629
74
$1.58M 0.56%
+24,670
75
$1.52M 0.54%
+22,931
1 2
3
4 5