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
151
$821K 0.11%
219,510
-6,714
152
$817K 0.11%
+7,905
153
$798K 0.1%
119,062
+14,587
154
$798K 0.1%
3,289
-75
155
$795K 0.1%
10,061
-222
156
$782K 0.1%
+7,304
157
$777K 0.1%
8,693
-241
158
$759K 0.1%
1,938
-44
159
$746K 0.1%
2,636
160
$728K 0.09%
7,492
-1,543
161
$720K 0.09%
8,503
-162
162
$712K 0.09%
4,430
-114
163
$711K 0.09%
4,478
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164
$706K 0.09%
51,558
-1,001
165
$694K 0.09%
53,694
-2,474
166
$668K 0.09%
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167
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79,333
+45,488
168
$641K 0.08%
13,430
-138
169
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10,283
-254
170
$619K 0.08%
2,156
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171
$612K 0.08%
690
-23
172
$608K 0.08%
225,866
+18,932
173
$597K 0.08%
10,663
-238
174
$583K 0.08%
10,284
+1,930
175
$566K 0.07%
1,321
-13
5 6
7
8 9