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GCA

Greenwood Capital Associates Portfolio holdings

AUM $908M
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$282M
AUM Growth
-$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.82M
3
+$3.71M
4
OXY icon
Occidental Petroleum
OXY
+$3.58M
5
SLB icon
SLB Ltd
SLB
+$3.54M

Top Sells

1
+$5.47M
2
+$5.47M
3
+$4.56M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$4.36M
5
APTV icon
Aptiv
APTV
+$4.17M

Sector Composition

1 Healthcare 14.1%
2 Consumer Discretionary 11.87%
3 Financials 11.01%
4 Industrials 10.55%
5 Technology 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$78K 0.03%
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