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
126
$1.07M 0.14%
4,521
-233
127
$1.07M 0.14%
19,926
-1,640
128
$1.06M 0.14%
7,828
-1,308
129
$1.05M 0.14%
64,322
-1,631
130
$1.04M 0.13%
74,760
+9,368
131
$1.02M 0.13%
4,538
-254
132
$1.02M 0.13%
17,788
-664
133
$1.02M 0.13%
113,976
-2,874
134
$1M 0.13%
23,454
-3
135
$988K 0.13%
+42,355
136
$981K 0.13%
+22,901
137
$974K 0.13%
35,189
-700
138
$963K 0.13%
2,948
139
$953K 0.12%
22,917
-7,269
140
$951K 0.12%
8,820
-243
141
$935K 0.12%
19,099
-248
142
$899K 0.12%
7,405
-200
143
$897K 0.12%
13,724
-1,231
144
$896K 0.12%
3,183
+66
145
$875K 0.11%
13,271
+701
146
$855K 0.11%
11,947
-286
147
$854K 0.11%
+14,257
148
$847K 0.11%
5,313
-1,337
149
$829K 0.11%
14,966
-3,899
150
$823K 0.11%
33,640
-1,427
4 5
6
7 8