GC

Gratus Capital Portfolio holdings

AUM $2.48B
1-Year Est. Return 32.66%
This Quarter Est. Return
1 Year Est. Return
+32.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$29.6M
3
+$19.5M
4
TSLA icon
Tesla
TSLA
+$18.1M
5
BIPC icon
Brookfield Infrastructure
BIPC
+$14.5M

Top Sells

1
+$28.8M
2
+$12.9M
3
+$10.6M
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$6.45M
5
EOG icon
EOG Resources
EOG
+$6.09M

Sector Composition

1 Technology 20.81%
2 Industrials 7.37%
3 Healthcare 6.88%
4 Consumer Staples 6.66%
5 Energy 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$255K 0.01%
2,723
-273
227
$254K 0.01%
4,424
-140
228
$254K 0.01%
2,272
+13
229
$252K 0.01%
+3,476
230
$250K 0.01%
6,206
+141
231
$247K 0.01%
1,069
-365
232
$246K 0.01%
2,096
+118
233
$243K 0.01%
569
-232
234
$238K 0.01%
+9,122
235
$238K 0.01%
+2,848
236
$237K 0.01%
+6,400
237
$231K 0.01%
+2,446
238
$229K 0.01%
+4,500
239
$226K 0.01%
+6,000
240
$223K 0.01%
+1,110
241
$220K 0.01%
+7,938
242
$219K 0.01%
2,792
-108
243
$219K 0.01%
2,446
-72
244
$212K 0.01%
29,163
-9,620
245
$211K 0.01%
+3,800
246
$206K 0.01%
+678
247
$206K 0.01%
1,777
-585
248
$192K 0.01%
11,427
-574
249
$147K 0.01%
24,000
250
$134K 0.01%
10,049
7 8 9
10
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