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
$382M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$2.83M
3
+$2.71M
4
LUV icon
Southwest Airlines
LUV
+$2.59M
5
NUE icon
Nucor
NUE
+$2.43M

Top Sells

1
+$2.94M
2
+$2.52M
3
+$2.3M
4
AAPL icon
Apple
AAPL
+$1.86M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Technology 12.74%
2 Industrials 11.95%
3 Financials 11.64%
4 Healthcare 10.46%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.84M 2.58%
232,180
-4,300
2
$9.7M 2.54%
246,118
+16,124
3
$9.04M 2.37%
251,800
-51,772
4
$8.89M 2.33%
63,529
-1,967
5
$8.13M 2.13%
71,655
-1,574
6
$7.44M 1.95%
112,967
-2,688
7
$7.15M 1.87%
57,389
-11,332
8
$6.74M 1.76%
127,996
+54
9
$6.04M 1.58%
50,453
-1,236
10
$5.88M 1.54%
110,356
-55,237
11
$5.66M 1.48%
39,656
+498
12
$5.61M 1.47%
172,843
+89
13
$5.33M 1.4%
225,781
-57,410
14
$5.28M 1.38%
47,243
+833
15
$5.28M 1.38%
231,963
+124,630
16
$5.25M 1.38%
63,272
-13,642
17
$4.96M 1.3%
46,272
+571
18
$4.86M 1.27%
97,438
-11
19
$4.83M 1.27%
43,841
-7,278
20
$4.82M 1.26%
82,478
+13,170
21
$4.81M 1.26%
54,747
-2,148
22
$4.78M 1.25%
12,472
-170
23
$4.59M 1.2%
76,761
+17,058
24
$4.59M 1.2%
83,099
+71
25
$4.53M 1.19%
34,125
-175
1
2 3 4 5