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
$381M
AUM Growth
-$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$5.93M
3
+$4.92M
4
XLNX
Xilinx Inc
XLNX
+$4.79M
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$4.55M

Top Sells

1
+$17.7M
2
+$10.2M
3
+$8.98M
4
ATVI
Activision Blizzard
ATVI
+$8.26M
5
SLB icon
SLB Ltd
SLB
+$6.61M

Sector Composition

1 Healthcare 17.84%
2 Financials 10.48%
3 Technology 8.65%
4 Industrials 8.19%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
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