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
$310M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.81M
3
+$3.62M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.27M
5
MCD icon
McDonald's
MCD
+$2.67M

Top Sells

1
+$8.76M
2
+$2.9M
3
+$2.44M
4
AET
Aetna Inc
AET
+$2.21M
5
OXY icon
Occidental Petroleum
OXY
+$2.13M

Sector Composition

1 Healthcare 12.92%
2 Financials 12.19%
3 Technology 11.48%
4 Consumer Discretionary 11.19%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.81%
103,596
+3,555
52
$2.5M 0.81%
37,018
-31,530
53
$2.48M 0.8%
+71,997
54
$2.48M 0.8%
91,141
-2,407
55
$2.46M 0.8%
23,525
-782
56
$2.46M 0.79%
+49,241
57
$2.42M 0.78%
166,640
-2,060
58
$2.37M 0.77%
+20,275
59
$2.31M 0.75%
82,050
-482
60
$2.3M 0.74%
31,614
-560
61
$2.28M 0.74%
29,156
+71
62
$2.26M 0.73%
46,608
+3,681
63
$2.25M 0.73%
18,708
+2,038
64
$2.21M 0.71%
+34,210
65
$2.21M 0.71%
25,406
+13,077
66
$2.09M 0.68%
11,043
-65
67
$2.04M 0.66%
+6,532
68
$2.03M 0.66%
28,245
+1,437
69
$2.02M 0.65%
31,545
-763
70
$2.01M 0.65%
+76,416
71
$1.87M 0.6%
72,728
+935
72
$1.72M 0.56%
+21,650
73
$1.68M 0.54%
43,330
-2,920
74
$1.53M 0.49%
+31,960
75
$1.5M 0.48%
+75,215
1 2
3
4 5