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
$310M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.81M
3
+$3.62M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.27M
5
MCD icon
McDonald's
MCD
+$2.67M

Top Sells

1
+$8.76M
2
+$2.9M
3
+$2.44M
4
AET
Aetna Inc
AET
+$2.21M
5
OXY icon
Occidental Petroleum
OXY
+$2.13M

Sector Composition

1 Healthcare 12.92%
2 Financials 12.19%
3 Technology 11.48%
4 Consumer Discretionary 11.19%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.45M 0.47%
96,969
+9,455
77
$1.35M 0.44%
10,768
+80
78
$1.22M 0.4%
10,212
+505
79
$1.21M 0.39%
+33,373
80
$787K 0.25%
15,603
+227
81
$777K 0.25%
27,900
-12,150
82
$682K 0.22%
9,056
+2,270
83
$659K 0.21%
23,970
+1,510
84
$622K 0.2%
22,905
-73,737
85
$574K 0.19%
50,417
+4,280
86
$572K 0.18%
46,013
+6,806
87
$515K 0.17%
11,845
+3,680
88
$513K 0.17%
3,758
+135
89
$504K 0.16%
9,400
-160
90
$503K 0.16%
12,271
+2,273
91
$502K 0.16%
10,722
+1
92
$484K 0.16%
36,720
+13,520
93
$482K 0.16%
10,161
+239
94
$456K 0.15%
10,555
+195
95
$441K 0.14%
10,924
+2,280
96
$420K 0.14%
9,037
+1,195
97
$404K 0.13%
6,113
+919
98
$400K 0.13%
5,825
+1,735
99
$395K 0.13%
22,155
+365
100
$393K 0.13%
12,517
+2,297
2 3
4
5 6