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
$583M
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.92M
3
+$3.28M
4
CVS icon
CVS Health
CVS
+$2.49M
5
SPLK
Splunk Inc
SPLK
+$2.29M

Top Sells

1
+$4.27M
2
+$3.59M
3
+$2.85M
4
DBX icon
Dropbox
DBX
+$2.68M
5
LOW icon
Lowe's Companies
LOW
+$2.07M

Sector Composition

1 Healthcare 19.13%
2 Technology 14.13%
3 Industrials 7.97%
4 Communication Services 6.8%
5 Energy 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.29%
80,746
-1,790
77
$1.71M 0.29%
40,981
-4,522
78
$1.7M 0.29%
28,277
+3,275
79
$1.67M 0.29%
37,765
+1,115
80
$1.66M 0.28%
4,645
+3,958
81
$1.6M 0.28%
13,494
-1,850
82
$1.58M 0.27%
21,972
+1,040
83
$1.56M 0.27%
35,919
+935
84
$1.51M 0.26%
51,476
+23,764
85
$1.48M 0.25%
105,129
+48
86
$1.44M 0.25%
15,000
-80
87
$1.42M 0.24%
31,147
-377
88
$1.32M 0.23%
53,744
+28,245
89
$1.3M 0.22%
20,891
-443
90
$1.28M 0.22%
38,277
+3,657
91
$1.24M 0.21%
14,420
+470
92
$1.24M 0.21%
35,779
-7,365
93
$1.24M 0.21%
61,539
+3,337
94
$1.23M 0.21%
14,814
+2,187
95
$1.23M 0.21%
40,417
+20,264
96
$1.21M 0.21%
63,147
-895
97
$1.16M 0.2%
5,084
98
$1.15M 0.2%
43,953
-61,410
99
$1.09M 0.19%
35,570
-698
100
$1.04M 0.18%
11,270
-184
2 3
4
5 6