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
$713M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.73M
3
+$5.66M
4
ABT icon
Abbott
ABT
+$5.53M
5
NXPI icon
NXP Semiconductors
NXPI
+$5.05M

Top Sells

1
+$6.59M
2
+$5.6M
3
+$5.18M
4
GEN icon
Gen Digital
GEN
+$5.09M
5
ALB icon
Albemarle
ALB
+$4.95M

Sector Composition

1 Technology 20.47%
2 Healthcare 17.18%
3 Industrials 8.19%
4 Financials 6.45%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$617K 0.09%
+8,920
177
$613K 0.09%
12,053
-187
178
$610K 0.09%
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-287
179
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180
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6,765
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181
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33,108
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182
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183
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184
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12,990
-5,040
185
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3,531
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186
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187
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$504K 0.07%
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189
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+174,482
190
$459K 0.06%
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196
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197
$402K 0.06%
17,994
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198
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199
$399K 0.06%
19,078
-158
200
$394K 0.06%
4,630
-34
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8
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