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
101
$1.42M 0.19%
35,283
-2,930
102
$1.42M 0.19%
9,989
+188
103
$1.42M 0.18%
4,930
-578
104
$1.41M 0.18%
8,732
+109
105
$1.4M 0.18%
9,095
-458
106
$1.39M 0.18%
12,762
+349
107
$1.38M 0.18%
185,948
-3,943
108
$1.37M 0.18%
+30,872
109
$1.36M 0.18%
15,737
+342
110
$1.34M 0.18%
3,444
-1,294
111
$1.33M 0.17%
+18,051
112
$1.33M 0.17%
12,087
+168
113
$1.32M 0.17%
26,987
-300
114
$1.27M 0.17%
72,507
+197
115
$1.25M 0.16%
34,832
+953
116
$1.24M 0.16%
9,138
-452
117
$1.23M 0.16%
10,078
-1,618
118
$1.2M 0.16%
38,212
+197
119
$1.2M 0.16%
+71,650
120
$1.19M 0.15%
+25,139
121
$1.17M 0.15%
19,921
-1,416
122
$1.16M 0.15%
+13,914
123
$1.11M 0.14%
23,583
-40
124
$1.09M 0.14%
3,330
-569
125
$1.07M 0.14%
+18,037
3 4
5
6 7