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
76
$1.7M 0.26%
13,560
77
$1.7M 0.26%
11,489
+4,263
78
$1.65M 0.25%
18,020
+69
79
$1.55M 0.23%
25,096
+740
80
$1.53M 0.23%
+52,777
81
$1.52M 0.23%
128,508
+907
82
$1.49M 0.23%
18,897
-30,850
83
$1.43M 0.22%
26,522
+438
84
$1.38M 0.21%
+23,568
85
$1.34M 0.2%
56,267
-1,257
86
$1.34M 0.2%
77,443
+2,132
87
$1.29M 0.19%
8,502
-77
88
$1.29M 0.19%
35,105
-2,865
89
$1.28M 0.19%
13,009
+2,148
90
$1.27M 0.19%
39,332
+176
91
$1.26M 0.19%
11,927
-320
92
$1.25M 0.19%
8,825
-349
93
$1.21M 0.18%
8,833
-186
94
$1.21M 0.18%
+83,542
95
$1.19M 0.18%
4,998
96
$1.19M 0.18%
10,534
+2,211
97
$1.18M 0.18%
22,812
-105
98
$1.16M 0.18%
20,715
+287
99
$1.15M 0.17%
44,786
+742
100
$1.13M 0.17%
8,070
+2,369
2 3
4
5 6