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
$761M
AUM Growth
+$7.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9.42M
3
+$7.79M
4
CRH icon
CRH
CRH
+$5.26M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.2M

Top Sells

1
+$9.8M
2
+$7.51M
3
+$7.38M
4
TAP icon
Molson Coors Class B
TAP
+$6.6M
5
UNH icon
UnitedHealth
UNH
+$6.54M

Sector Composition

1 Technology 21.96%
2 Healthcare 11.62%
3 Financials 10.69%
4 Industrials 7.32%
5 Communication Services 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$603K 0.08%
1,108
177
$591K 0.08%
13,568
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178
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-9,680
179
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$534K 0.07%
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182
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183
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185
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4,403
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198
$405K 0.05%
18,638
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199
$401K 0.05%
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200
$395K 0.05%
303,505
-18,530
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