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
$310M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.81M
3
+$3.62M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.27M
5
MCD icon
McDonald's
MCD
+$2.67M

Top Sells

1
+$8.76M
2
+$2.9M
3
+$2.44M
4
AET
Aetna Inc
AET
+$2.21M
5
OXY icon
Occidental Petroleum
OXY
+$2.13M

Sector Composition

1 Healthcare 12.92%
2 Financials 12.19%
3 Technology 11.48%
4 Consumer Discretionary 11.19%
5 Industrials 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$264K 0.09%
14,046
+3,683
127
$263K 0.08%
30,828
+4,836
128
$261K 0.08%
+8,200
129
$256K 0.08%
10,435
+2,635
130
$254K 0.08%
+2,920
131
$253K 0.08%
+3,838
132
$252K 0.08%
8,181
+139
133
$252K 0.08%
+5,846
134
$251K 0.08%
26,145
+3,335
135
$250K 0.08%
3,875
+20
136
$248K 0.08%
+3,188
137
$243K 0.08%
5,227
+21
138
$243K 0.08%
7,505
+60
139
$242K 0.08%
+22,549
140
$237K 0.08%
5,630
+25
141
$233K 0.08%
5,951
-1,537
142
$232K 0.07%
12,579
+225
143
$227K 0.07%
11,547
+60
144
$226K 0.07%
5,505
+15
145
$221K 0.07%
+699
146
$219K 0.07%
2,056
147
$218K 0.07%
+1,389
148
$217K 0.07%
1,115
+1
149
$214K 0.07%
+3,438
150
$214K 0.07%
+8,451
4 5
6
7 8