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
$768M
AUM Growth
+$7.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$6.09M
3
+$5.6M
4
MU icon
Micron Technology
MU
+$5.11M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$4.27M

Top Sells

1
+$7.15M
2
+$6.49M
3
+$5.96M
4
PLTR icon
Palantir
PLTR
+$5.82M
5
AMD icon
Advanced Micro Devices
AMD
+$5.63M

Sector Composition

1 Technology 20.2%
2 Financials 12.08%
3 Healthcare 11.84%
4 Industrials 7.07%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.3M 4.46%
147,043
-3,319
2
$28.2M 3.67%
65,497
-1,645
3
$27.4M 3.57%
47,578
+3,127
4
$21.3M 2.77%
128,513
-7,176
5
$18.3M 2.38%
293,047
+60,426
6
$16.9M 2.21%
90,934
+17,602
7
$16.8M 2.18%
52,096
+9,871
8
$15.9M 2.07%
71,830
-1,239
9
$15.8M 2.06%
34,356
+3,714
10
$14.3M 1.87%
133,926
+3,384
11
$12.8M 1.66%
126,141
+2,157
12
$12.1M 1.58%
23,511
-1,050
13
$11.7M 1.52%
71,927
+5,858
14
$10.9M 1.42%
184,497
+8,735
15
$9.67M 1.26%
10,912
-597
16
$9.55M 1.24%
20,524
-669
17
$9.53M 1.24%
102,788
-412
18
$9.35M 1.22%
44,360
-8,864
19
$9.32M 1.21%
33,526
+5,559
20
$9.02M 1.17%
82,477
-279
21
$8.72M 1.14%
+50,567
22
$8.68M 1.13%
96,465
-1,473
23
$8.5M 1.11%
50,010
+2,599
24
$8.3M 1.08%
22,964
+519
25
$8.13M 1.06%
51,134
+38,330
1
2 3 4 5