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
$354M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.09M
3
+$2.52M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.47M
5
POT
Potash Corp Of Saskatchewan
POT
+$2.42M

Top Sells

1
+$3.61M
2
+$2.87M
3
+$2.53M
4
PGX icon
Invesco Preferred ETF
PGX
+$2.49M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$1.85M

Sector Composition

1 Technology 12.78%
2 Financials 12.17%
3 Industrials 11.32%
4 Healthcare 11.26%
5 Communication Services 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.82%
28,381
+55
52
$2.84M 0.8%
21,164
-372
53
$2.77M 0.78%
54,401
-175
54
$2.76M 0.78%
50,152
-21,653
55
$2.76M 0.78%
49,720
+930
56
$2.71M 0.77%
153,470
-1,960
57
$2.61M 0.74%
18,394
+133
58
$2.6M 0.73%
19,693
+465
59
$2.59M 0.73%
105,351
-5,320
60
$2.55M 0.72%
20,971
-268
61
$2.54M 0.72%
29,049
+5
62
$2.53M 0.72%
73,356
63
$2.53M 0.71%
35,525
-942
64
$2.52M 0.71%
+57,195
65
$2.48M 0.7%
77,565
-2,559
66
$2.47M 0.7%
+105,660
67
$2.46M 0.7%
67,965
-1,586
68
$2.42M 0.68%
+133,611
69
$2.3M 0.65%
11,520
+73
70
$2.26M 0.64%
+119,140
71
$2.25M 0.64%
107,333
-87,975
72
$2.25M 0.64%
21,388
-135
73
$2.2M 0.62%
25,160
-1,115
74
$2.04M 0.58%
13,981
+527
75
$1.9M 0.54%
48,209
+910
1 2
3
4 5