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
$382M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$2.83M
3
+$2.71M
4
LUV icon
Southwest Airlines
LUV
+$2.59M
5
NUE icon
Nucor
NUE
+$2.43M

Top Sells

1
+$2.94M
2
+$2.52M
3
+$2.3M
4
AAPL icon
Apple
AAPL
+$1.86M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Technology 12.74%
2 Industrials 11.95%
3 Financials 11.64%
4 Healthcare 10.46%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.12M 0.82%
42,770
-1,209
52
$3.11M 0.81%
21,183
+19
53
$3.05M 0.8%
119,844
+14,493
54
$3.03M 0.79%
46,631
-16,619
55
$2.88M 0.76%
141,956
+22,816
56
$2.85M 0.75%
27,796
-585
57
$2.81M 0.74%
18,455
+61
58
$2.78M 0.73%
34,486
-11,430
59
$2.71M 0.71%
+43,047
60
$2.71M 0.71%
48,603
-1,549
61
$2.7M 0.71%
19,832
+139
62
$2.67M 0.7%
71,104
-2,252
63
$2.66M 0.7%
20,553
-418
64
$2.64M 0.69%
16,098
+2,117
65
$2.6M 0.68%
111,552
+5,892
66
$2.59M 0.68%
71,869
+3,904
67
$2.59M 0.68%
+48,208
68
$2.57M 0.67%
28,262
-787
69
$2.53M 0.66%
80,266
+60,176
70
$2.49M 0.65%
57,792
+9,583
71
$2.45M 0.64%
21,617
+229
72
$2.43M 0.64%
+40,765
73
$2.42M 0.63%
38,263
+2,738
74
$2.4M 0.63%
101,189
-69,057
75
$2.38M 0.62%
79,208
+1,643
1 2
3
4 5