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
$434M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$5.84M
3
+$5.49M
4
WMT icon
Walmart
WMT
+$4.34M
5
XOM icon
Exxon Mobil
XOM
+$4.07M

Top Sells

1
+$5.74M
2
+$5.04M
3
+$4.81M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.43M
5
GILD icon
Gilead Sciences
GILD
+$4.14M

Sector Composition

1 Financials 11.99%
2 Technology 11.8%
3 Healthcare 11.1%
4 Industrials 10.89%
5 Energy 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$471K 0.11%
+8,808
102
$467K 0.11%
22,422
-592
103
$457K 0.11%
3,050
+475
104
$450K 0.1%
16,357
+5,475
105
$448K 0.1%
11,117
+5,883
106
$445K 0.1%
+7,441
107
$441K 0.1%
2,557
+825
108
$440K 0.1%
4,669
+415
109
$440K 0.1%
4,187
+941
110
$439K 0.1%
11,682
-4,764
111
$436K 0.1%
+3,292
112
$435K 0.1%
3,101
113
$433K 0.1%
34,695
+12,120
114
$430K 0.1%
3,265
+1,180
115
$415K 0.1%
7,899
+247
116
$415K 0.1%
8,894
+3,692
117
$414K 0.1%
+19,645
118
$407K 0.09%
+6,939
119
$405K 0.09%
6,620
+1,310
120
$404K 0.09%
78,919
-85
121
$400K 0.09%
3,599
+160
122
$387K 0.09%
7,345
+100
123
$386K 0.09%
15,375
124
$373K 0.09%
4,609
+516
125
$368K 0.08%
9,845
+535
3 4
5
6 7