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
126
$886K 0.13%
17,237
+8,022
127
$885K 0.13%
+18,210
128
$871K 0.13%
6,020
-156
129
$852K 0.13%
30,546
+312
130
$850K 0.13%
8,263
+2,690
131
$850K 0.13%
16,610
+217
132
$822K 0.12%
10,426
-268
133
$820K 0.12%
51,671
+193
134
$798K 0.12%
9,769
135
$785K 0.12%
12,396
+5,936
136
$772K 0.12%
10,108
+255
137
$767K 0.12%
9,608
+320
138
$765K 0.12%
13,707
+891
139
$762K 0.12%
7,443
+1,129
140
$750K 0.11%
37,274
+2,701
141
$741K 0.11%
18,104
+316
142
$741K 0.11%
9,801
+226
143
$737K 0.11%
7,570
+87
144
$730K 0.11%
11,944
-166
145
$729K 0.11%
3,823
-62
146
$725K 0.11%
+5,356
147
$720K 0.11%
14,870
-7,328
148
$719K 0.11%
35,234
+1,532
149
$717K 0.11%
17,588
+2,773
150
$716K 0.11%
9,237
-22
4 5
6
7 8