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GCA

Greenwood Capital Associates Portfolio holdings

AUM $908M
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.53M
3
+$7.28M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$5.52M
5
CVS icon
CVS Health
CVS
+$4.06M

Top Sells

1
+$7.75M
2
+$5.67M
3
+$4.97M
4
NUE icon
Nucor
NUE
+$4.16M
5
XOM icon
Exxon Mobil
XOM
+$4.03M

Sector Composition

1 Healthcare 13.82%
2 Technology 12.82%
3 Industrials 10.98%
4 Financials 10.36%
5 Energy 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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