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
126
$359K 0.08%
10,739
+1,900
127
$344K 0.08%
+19,090
128
$342K 0.08%
3,670
+350
129
$342K 0.08%
5,739
+112
130
$322K 0.07%
2,996
-291
131
$320K 0.07%
7,250
+783
132
$317K 0.07%
6,981
+1,408
133
$315K 0.07%
6,010
-301
134
$308K 0.07%
3,985
-17
135
$306K 0.07%
6,430
+860
136
$305K 0.07%
+6,992
137
$297K 0.07%
11,010
-790
138
$292K 0.07%
5,880
+780
139
$287K 0.07%
+19,135
140
$287K 0.07%
+1,487
141
$287K 0.07%
13,393
-18,357
142
$286K 0.07%
+9,330
143
$285K 0.07%
+3,899
144
$285K 0.07%
+5,713
145
$281K 0.06%
6,599
+1,613
146
$280K 0.06%
2,737
+525
147
$280K 0.06%
5,553
+940
148
$279K 0.06%
7,165
+855
149
$279K 0.06%
13,235
+100
150
$279K 0.06%
+10,174
4 5
6
7 8