GI
Greenwood Investments Portfolio holdings
AUM
$34.9M
This Quarter Return
-4.25%
1 Year Return
+1.25%
3 Year Return
+1.73%
5 Year Return
–
10 Year Return
–
AUM
$97.2M
AUM Growth
+$97.2M
(-6.7%)
Cap. Flow
+$2.11M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
89.49%
Holding
14
New
1
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
SRG
Seritage Growth Properties
SRG
|
$2.85M |
| 2 |
BRT
BRT Apartments
BRT
|
$133K |
Top Sells
| 1 |
DEST
Destination Maternity Corporation
DEST
|
$872K |
Sector Composition
| 1 | Consumer Discretionary | 35.56% |
| 2 | Real Estate | 16.76% |
| 3 | Technology | 9.58% |
| 4 | Healthcare | 6.32% |
| 5 | Financials | 6.18% |
