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GCA

Greenwood Capital Associates Portfolio holdings

AUM $908M
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.53M
3
+$7.28M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.52M
5
CVS icon
CVS Health
CVS
+$4.06M

Top Sells

1
+$7.75M
2
+$5.67M
3
+$4.97M
4
NUE icon
Nucor
NUE
+$4.16M
5
XOM icon
Exxon Mobil
XOM
+$4.03M

Sector Composition

1 Healthcare 13.82%
2 Technology 12.82%
3 Industrials 10.98%
4 Financials 10.36%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$217K 0.05%
+3,366
177
$215K 0.05%
7,474
+521
178
$215K 0.05%
1,285
-20
179
$214K 0.05%
+3,763
180
$211K 0.05%
15,067
181
$210K 0.05%
+1,857
182
$208K 0.05%
+3,656
183
$207K 0.05%
24,208
+509
184
$190K 0.04%
14,818
+4,497
185
$110K 0.02%
+15,293
186
$93K 0.02%
1,560
187
– –
-23,629
188
– –
-9,285
189
– –
-29,567
190
– –
-67,690
191
– –
-19,135
192
– –
-6,939
193
– –
-109,730
194
– –
-8,978
195
– –
-2,737
196
– –
-7,165
197
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-51,360
198
– –
-150,418
199
– –
-133,863
200
– –
-3,265
6 7
8
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