GC
Gratus Capital Portfolio holdings
AUM
$2.48B
This Quarter Return
+8.05%
1 Year Return
+32.66%
3 Year Return
+50.91%
5 Year Return
+137.89%
10 Year Return
–
AUM
$901M
AUM Growth
+$901M
(+8.3%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
29.62%
Holding
191
New
10
Increased
71
Reduced
74
Closed
6
Top Buys
| 1 |
iShares International Dividend Growth ETF
IGRO
|
$14.8M |
| 2 |
XYZ
Block, Inc.
XYZ
|
$8.13M |
| 3 |
AVLR
Avalara, Inc.
AVLR
|
$7.67M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$7.12M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.96M |
Top Sells
| 1 |
Rio Tinto
RIO
|
$5.99M |
| 2 |
JPMorgan Chase
JPM
|
$5.6M |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$3.41M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.79M |
| 5 |
Zebra Technologies
ZBRA
|
$2.77M |
Sector Composition
| 1 | Technology | 19.47% |
| 2 | Financials | 11.53% |
| 3 | Healthcare | 9.17% |
| 4 | Industrials | 7.83% |
| 5 | Consumer Discretionary | 7.19% |
