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
$768M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$6.09M
3
+$5.6M
4
MU icon
Micron Technology
MU
+$5.11M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$4.27M

Top Sells

1
+$7.15M
2
+$6.49M
3
+$5.96M
4
PLTR icon
Palantir
PLTR
+$5.82M
5
AMD icon
Advanced Micro Devices
AMD
+$5.63M

Sector Composition

1 Technology 20.2%
2 Financials 12.08%
3 Healthcare 11.84%
4 Industrials 7.07%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.85M 0.37%
25,811
+563
77
$2.67M 0.35%
15,977
78
$2.39M 0.31%
8,924
+223
79
$2.33M 0.3%
+17,977
80
$2.31M 0.3%
3,952
-30
81
$2.22M 0.29%
15,049
-4,325
82
$2.21M 0.29%
33,959
+245
83
$2.2M 0.29%
4,507
+205
84
$2.17M 0.28%
11,730
-75
85
$1.99M 0.26%
27,880
-83,265
86
$1.92M 0.25%
37,097
+31,816
87
$1.9M 0.25%
13,922
-217
88
$1.87M 0.24%
15,468
+176
89
$1.82M 0.24%
16,255
+25
90
$1.76M 0.23%
16,040
+73
91
$1.76M 0.23%
38,765
-1,954
92
$1.74M 0.23%
18,144
+323
93
$1.68M 0.22%
44,024
-170
94
$1.62M 0.21%
+17,749
95
$1.61M 0.21%
67,337
+1,013
96
$1.6M 0.21%
54,145
-3,918
97
$1.54M 0.2%
17,414
-33,373
98
$1.49M 0.19%
17,359
+422
99
$1.47M 0.19%
+50,899
100
$1.46M 0.19%
+18,048
2 3
4
5 6