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
$330M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.53M
3
+$2.24M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.06M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.04M

Top Sells

1
+$3.18M
2
+$2.51M
3
+$2.35M
4
ITB icon
iShares US Home Construction ETF
ITB
+$2.35M
5
AA icon
Alcoa
AA
+$2.3M

Sector Composition

1 Technology 12.27%
2 Healthcare 11.56%
3 Industrials 11.4%
4 Financials 11.33%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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