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
76
$2.37M 0.62%
138,468
+4,857
77
$2.35M 0.62%
26,325
+1,165
78
$2.32M 0.61%
42,552
-7,168
79
$2.14M 0.56%
+33,774
80
$2.13M 0.56%
+159,799
81
$1.94M 0.51%
13,634
-246
82
$1.79M 0.47%
+76,216
83
$1.78M 0.47%
26,170
+1,126
84
$1.75M 0.46%
25,090
-15
85
$1.75M 0.46%
+26,380
86
$1.66M 0.43%
+73,421
87
$1.41M 0.37%
32,824
-934
88
$1.31M 0.34%
52,766
+5,548
89
$1.24M 0.33%
9,992
-153
90
$1.14M 0.3%
66,366
+21,040
91
$1.1M 0.29%
73,949
+2,955
92
$741K 0.19%
51,562
+2,421
93
$740K 0.19%
26,210
+2,445
94
$735K 0.19%
41,340
+4,468
95
$708K 0.19%
18,281
+5,453
96
$693K 0.18%
17,750
+394
97
$629K 0.16%
20,538
+5,265
98
$626K 0.16%
18,425
+7,550
99
$599K 0.16%
+23,345
100
$590K 0.15%
25,045
+2,290
2 3
4
5 6