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
151
$276K 0.06%
4,955
+587
152
$273K 0.06%
3,290
-2,481
153
$270K 0.06%
+5,203
154
$268K 0.06%
+8,978
155
$267K 0.06%
2,125
+10
156
$266K 0.06%
4,832
+1,049
157
$260K 0.06%
5,667
-125
158
$258K 0.06%
1,966
-520
159
$256K 0.06%
+14,321
160
$256K 0.06%
9,398
+1,642
161
$254K 0.06%
1,528
-757
162
$253K 0.06%
2,912
-1,304
163
$253K 0.06%
+2,387
164
$252K 0.06%
+2,760
165
$251K 0.06%
11,355
+1,298
166
$250K 0.06%
+3,710
167
$248K 0.06%
8,327
-1,890
168
$245K 0.06%
+5,358
169
$244K 0.06%
+8,953
170
$242K 0.06%
6,953
+318
171
$240K 0.06%
19,010
+6,850
172
$239K 0.06%
+4,842
173
$236K 0.05%
+1,870
174
$236K 0.05%
5,772
+29
175
$228K 0.05%
+8,308
5 6
7
8 9