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
$322M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.54M
3
+$2.42M
4
GM icon
General Motors
GM
+$2.4M
5
PVH icon
PVH
PVH
+$2.35M

Top Sells

1
+$3.09M
2
+$2.43M
3
+$2.28M
4
EMC
EMC CORPORATION
EMC
+$2.24M
5
CSCO icon
Cisco
CSCO
+$2.19M

Sector Composition

1 Industrials 13.47%
2 Technology 11.52%
3 Communication Services 11.23%
4 Consumer Discretionary 10.88%
5 Healthcare 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.07%
+6,063
102
$219K 0.07%
+2,805
103
$212K 0.07%
+2,677
104
$209K 0.06%
+4,550
105
$145K 0.05%
+3,142
106
$129K 0.04%
15,109
+1,884
107
$127K 0.04%
+1,251
108
– –
-93,574
109
– –
-2,267
110
– –
-42,293
111
– –
-53,570
112
– –
-2,845
113
– –
-87,601
1 2 3 4
5