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
$768M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$6.09M
3
+$5.6M
4
MU icon
Micron Technology
MU
+$5.11M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$4.27M

Top Sells

1
+$7.15M
2
+$6.49M
3
+$5.96M
4
PLTR icon
Palantir
PLTR
+$5.82M
5
AMD icon
Advanced Micro Devices
AMD
+$5.63M

Sector Composition

1 Technology 20.2%
2 Financials 12.08%
3 Healthcare 11.84%
4 Industrials 7.07%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.11M 0.67%
+49,279
52
$5.11M 0.67%
29,637
-301
53
$5.03M 0.65%
87,605
-6,477
54
$4.98M 0.65%
153,940
+13,323
55
$4.89M 0.64%
123,267
+5,647
56
$4.82M 0.63%
25,542
-937
57
$4.63M 0.6%
92,695
+35,232
58
$4.43M 0.58%
41,180
-3,479
59
$4.36M 0.57%
37,298
+738
60
$4.27M 0.56%
+236,765
61
$4.11M 0.53%
23,714
+20,955
62
$3.98M 0.52%
5,606
-83
63
$3.91M 0.51%
76,723
-521
64
$3.85M 0.5%
61,833
+3,810
65
$3.82M 0.5%
73,185
-5,888
66
$3.75M 0.49%
31,911
+30,056
67
$3.45M 0.45%
47,478
+3,680
68
$3.41M 0.44%
29,607
+23
69
$3.4M 0.44%
47,053
-589
70
$3.31M 0.43%
73,592
+5,970
71
$3.3M 0.43%
128,090
+2,654
72
$3.29M 0.43%
11,898
73
$3M 0.39%
37,190
+474
74
$3M 0.39%
+10,395
75
$2.88M 0.38%
116,499
-11,993
1 2
3
4 5