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
$284M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.39M
3
+$3.3M
4
ADBE icon
Adobe
ADBE
+$2.49M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.48M

Top Sells

1
+$3.34M
2
+$3.02M
3
+$2.82M
4
INTC icon
Intel
INTC
+$2.3M
5
DE icon
Deere & Co
DE
+$2.24M

Sector Composition

1 Technology 14.04%
2 Healthcare 12.74%
3 Industrials 12.34%
4 Consumer Discretionary 11.35%
5 Financials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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112
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