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
176
$227K 0.05%
+4,886
177
$227K 0.05%
6,574
-8
178
$226K 0.05%
+2,036
179
$224K 0.05%
+3,799
180
$219K 0.05%
15,067
+2,248
181
$218K 0.05%
+2,590
182
$216K 0.05%
+3,352
183
$215K 0.05%
+3,760
184
$214K 0.05%
+3,463
185
$212K 0.05%
+6,382
186
$206K 0.05%
+2,459
187
$204K 0.05%
1,305
-100
188
$194K 0.04%
+23,699
189
$193K 0.04%
12,104
+1,844
190
$175K 0.04%
+48,040
191
$163K 0.04%
+10,321
192
$138K 0.03%
+10,516
193
$87K 0.02%
1,560
194
– –
-3,305
195
– –
-15,696
196
– –
-36,223
197
– –
-104,009
198
– –
-14,810
199
– –
-16,086
200
– –
-4,641
6 7
8
9 10