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
76
$1.03M 0.24%
9,864
+1,339
77
$1.03M 0.24%
71,115
+4,365
78
$1.02M 0.23%
52,080
+7,230
79
$980K 0.23%
+34,390
80
$950K 0.22%
55,060
+10,095
81
$915K 0.21%
+51,360
82
$842K 0.19%
+35,635
83
$812K 0.19%
23,007
+2,120
84
$789K 0.18%
4,101
+589
85
$773K 0.18%
15,930
+9,081
86
$744K 0.17%
25,908
+13,925
87
$716K 0.17%
+43,613
88
$692K 0.16%
13,637
+5,503
89
$657K 0.15%
4,750
+1,265
90
$598K 0.14%
6,065
+509
91
$546K 0.13%
9,301
-1,550
92
$541K 0.12%
1,733
+177
93
$527K 0.12%
21,015
-1,330
94
$525K 0.12%
10,107
+2,754
95
$521K 0.12%
29,310
+2,325
96
$501K 0.12%
15,703
-3,842
97
$493K 0.11%
12,811
-5,435
98
$489K 0.11%
4,030
+81
99
$486K 0.11%
5,730
+95
100
$479K 0.11%
13,410
+5,592
2 3
4
5 6