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
$662M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$7.56M
2
+$5.48M
3
+$3.46M
4
IXG icon
iShares Global Financials ETF
IXG
+$3.44M
5
CHWY icon
Chewy
CHWY
+$3.26M

Top Sells

1
+$6.58M
2
+$6.56M
3
+$5.86M
4
NKE icon
Nike
NKE
+$5.68M
5
SONY icon
Sony
SONY
+$5.23M

Sector Composition

1 Technology 14.7%
2 Healthcare 13%
3 Financials 10.13%
4 Industrials 9.44%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$538K 0.08%
15,713
+323
177
$532K 0.08%
26,341
+5,690
178
$514K 0.08%
15,821
+3,001
179
$513K 0.08%
876
+63
180
$510K 0.08%
+10,629
181
$506K 0.08%
+6,475
182
$492K 0.07%
+7,139
183
$476K 0.07%
7,186
+298
184
$464K 0.07%
5,671
+881
185
$458K 0.07%
16,657
+3,153
186
$456K 0.07%
9,841
+3,703
187
$446K 0.07%
22,280
-328,920
188
$425K 0.06%
13,182
+1,129
189
$423K 0.06%
6,322
+1,077
190
$422K 0.06%
1,256
+35
191
$420K 0.06%
12,352
+723
192
$413K 0.06%
+6,550
193
$395K 0.06%
7,504
+1,227
194
$354K 0.05%
1,516
+87
195
$345K 0.05%
2,777
+381
196
$330K 0.05%
6,135
197
$322K 0.05%
2,740
198
$319K 0.05%
5,228
+890
199
$313K 0.05%
20,446
-4,829
200
$311K 0.05%
15,375
6 7
8
9 10