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
251
$121K 0.01%
10,000
252
$98.1K 0.01%
10,000
253
$95.4K 0.01%
45,000
254
$43.6K ﹤0.01%
18,335
255
$41.7K ﹤0.01%
+22,792
256
$9.35K ﹤0.01%
12,370
257
– –
-109,464
258
– –
-11,364
259
– –
-924
260
– –
-2,943
261
– –
-5,795
262
– –
-10,500
263
– –
-2,506
264
– –
-4,470
265
– –
-10,000
266
– –
-6,579
7 8 9 10
11