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
$434M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$5.84M
3
+$5.49M
4
WMT icon
Walmart
WMT
+$4.34M
5
XOM icon
Exxon Mobil
XOM
+$4.07M

Top Sells

1
+$5.74M
2
+$5.04M
3
+$4.81M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.43M
5
GILD icon
Gilead Sciences
GILD
+$4.14M

Sector Composition

1 Financials 11.99%
2 Technology 11.8%
3 Healthcare 11.1%
4 Industrials 10.89%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.86%
149,968
+6,735
52
$3.66M 0.84%
150,418
+3,233
53
$3.61M 0.83%
18,710
+207
54
$3.36M 0.77%
63,907
-75,289
55
$3.35M 0.77%
30,240
+1,140
56
$3.29M 0.76%
+67,690
57
$3.27M 0.75%
143,009
+10,000
58
$3.11M 0.72%
28,211
+1,010
59
$3.06M 0.71%
55,375
+2,305
60
$3.01M 0.69%
+36,031
61
$2.86M 0.66%
+35,900
62
$2.81M 0.65%
+29,567
63
$2.77M 0.64%
+32,495
64
$2.66M 0.61%
109,730
-1,960
65
$2.59M 0.6%
+15,550
66
$2.58M 0.6%
54,501
-177
67
$2.51M 0.58%
23,629
+322
68
$2.44M 0.56%
66,720
-300
69
$2.4M 0.55%
42,681
+2,349
70
$2.09M 0.48%
+55,890
71
$1.83M 0.42%
21,189
-637
72
$1.41M 0.33%
56,919
+18,294
73
$1.24M 0.29%
18,702
+3,478
74
$1.09M 0.25%
50,379
+575
75
$1.07M 0.25%
+9,285
1 2
3
4 5