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
$662M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$5.48M
3
+$3.46M
4
IXG icon
iShares Global Financials ETF
IXG
+$3.44M
5
CHWY icon
Chewy
CHWY
+$3.26M

Top Sells

1
+$6.58M
2
+$6.56M
3
+$5.86M
4
NKE icon
Nike
NKE
+$5.68M
5
SONY icon
Sony
SONY
+$5.23M

Sector Composition

1 Technology 14.7%
2 Healthcare 13%
3 Financials 10.13%
4 Industrials 9.44%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.17%
10,993
+6,747
102
$1.11M 0.17%
18,154
+4,092
103
$1.09M 0.16%
12,960
+3,750
104
$1.08M 0.16%
5,215
+151
105
$1.07M 0.16%
13,177
-33
106
$1.07M 0.16%
19,491
-11,750
107
$1.06M 0.16%
+8,428
108
$1.03M 0.16%
10,424
+1,416
109
$1.03M 0.16%
54,110
+2,878
110
$1.02M 0.15%
13,446
-217
111
$1.01M 0.15%
26,369
+86
112
$1M 0.15%
21,040
+7,320
113
$999K 0.15%
8,032
+228
114
$995K 0.15%
15,802
+70
115
$994K 0.15%
17,908
+4,022
116
$992K 0.15%
56,179
+435
117
$983K 0.15%
14,124
+462
118
$976K 0.15%
6,669
+637
119
$967K 0.15%
47,504
+4,084
120
$946K 0.14%
18,115
-604
121
$941K 0.14%
+45,242
122
$938K 0.14%
40,361
+305
123
$936K 0.14%
24,243
-24
124
$930K 0.14%
16,564
-73
125
$918K 0.14%
104,711
+4,250
3 4
5
6 7