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Home > Institutional Investor > Greenwood Capital Associates Llc > Profile

Instuitional Investor - Greenwood Capital Associates Llc

Fund Profile
Filing Period:
Fund Name: Greenwood Capital Associates Llc
Portfolio Value $741,480,881
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 138,201 $30,698,521 4.14%
2.
Microsoft Corp
 MSFT 67,232 $25,238,297 3.4%
3.
Ishares Trust
 IEF 39,049 $21,941,633 2.96%
4.
J P Morgan Exchange Traded F
 329,796 $20,391,287 2.75%
5.
Alphabet Inc.
 GOOGL 127,973 $19,789,745 2.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)