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
$772M
AUM Growth
+$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$6.81M
3
+$6.37M
4
AMZN icon
Amazon
AMZN
+$6.19M
5
NVO icon
Novo Nordisk
NVO
+$4.28M

Top Sells

1
+$7.01M
2
+$5.98M
3
+$5.81M
4
SPLK
Splunk Inc
SPLK
+$5.24M
5
HOLX icon
Hologic
HOLX
+$5.09M

Sector Composition

1 Technology 21.16%
2 Healthcare 14.53%
3 Industrials 8.48%
4 Financials 8.29%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$595K 0.08%
8,074
-148
177
$583K 0.08%
35,113
-1,091
178
$571K 0.07%
322,685
-2,636
179
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180
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$563K 0.07%
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182
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183
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7,533
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184
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185
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186
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187
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189
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9,315
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191
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193
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194
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195
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12,659
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196
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197
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198
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+5,684
199
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17,625
-6,562
200
$456K 0.06%
4,141
-54,315
6 7
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