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
$662M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$5.48M
3
+$3.46M
4
IXG icon
iShares Global Financials ETF
IXG
+$3.44M
5
CHWY icon
Chewy
CHWY
+$3.26M

Top Sells

1
+$6.58M
2
+$6.56M
3
+$5.86M
4
NKE icon
Nike
NKE
+$5.68M
5
SONY icon
Sony
SONY
+$5.23M

Sector Composition

1 Technology 14.7%
2 Healthcare 13%
3 Financials 10.13%
4 Industrials 9.44%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.88M 0.74%
96,580
+8,062
52
$4.61M 0.7%
32,018
+945
53
$4.58M 0.69%
83,981
-2,323
54
$3.91M 0.59%
23,900
-29
55
$3.26M 0.49%
+40,898
56
$3.17M 0.48%
162,108
-4,799
57
$3.05M 0.46%
77,564
+5,140
58
$3.04M 0.46%
+71,305
59
$2.8M 0.42%
75,239
-1,903
60
$2.76M 0.42%
17,844
-36,766
61
$2.65M 0.4%
99,736
+41,518
62
$2.63M 0.4%
+112,236
63
$2.53M 0.38%
30,191
-5,048
64
$2.52M 0.38%
91,244
+6,762
65
$2.37M 0.36%
5,717
-274
66
$2.27M 0.34%
75,888
+2,658
67
$2.13M 0.32%
106,232
-90,659
68
$2.11M 0.32%
82,386
-993
69
$2.1M 0.32%
42,792
+330
70
$2.04M 0.31%
+24,238
71
$1.85M 0.28%
54,551
-121
72
$1.77M 0.27%
6,896
-1,299
73
$1.77M 0.27%
8,562
+2,909
74
$1.75M 0.27%
210,452
-178
75
$1.73M 0.26%
27,461
+406
1 2
3
4 5