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
$410M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.04M
3
+$4.43M
4
MOS icon
The Mosaic Company
MOS
+$4.01M
5
VFC icon
VF Corp
VFC
+$3.91M

Top Sells

1
+$9.87M
2
+$4.8M
3
+$4.64M
4
C icon
Citigroup
C
+$4.43M
5
DD icon
DuPont de Nemours
DD
+$4.42M

Sector Composition

1 Technology 12.87%
2 Financials 12.39%
3 Industrials 12.11%
4 Healthcare 9.03%
5 Energy 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$266K 0.06%
4,002
-329
152
$265K 0.06%
6,310
+290
153
$265K 0.06%
4,986
-269
154
$264K 0.06%
+2,085
155
$263K 0.06%
5,234
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156
$262K 0.06%
+1,732
157
$256K 0.06%
5,792
-233
158
$256K 0.06%
5,607
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159
$256K 0.06%
2,295
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160
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4,209
-2,912
161
$250K 0.06%
5,100
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162
$250K 0.06%
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-1,866
163
$245K 0.06%
13,135
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164
$244K 0.06%
4,368
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165
$243K 0.06%
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166
$242K 0.06%
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167
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168
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3,855
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169
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170
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171
$228K 0.06%
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172
$225K 0.05%
+2,212
173
$223K 0.05%
7,756
-381
174
$221K 0.05%
3,305
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175
$221K 0.05%
6,582
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