SC

Slow Capital Portfolio holdings

AUM $817M
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$817M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$3.95M
3
+$3.61M
4
LLY icon
Eli Lilly
LLY
+$2.71M
5
TSM icon
TSMC
TSM
+$2.16M

Top Sells

1
+$26.9M
2
+$9.89M
3
+$4.81M
4
OLED icon
Universal Display
OLED
+$3.83M
5
AVGO icon
Broadcom
AVGO
+$3.81M

Sector Composition

1 Technology 37.08%
2 Consumer Discretionary 14.84%
3 Healthcare 12.51%
4 Communication Services 11.04%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
1
Broadcom
AVGO
$1.66T
$55.2M 6.77%
200,407
-13,840
NFLX icon
2
Netflix
NFLX
$511B
$46.5M 5.69%
34,698
-29
NVDA icon
3
NVIDIA
NVDA
$4.38T
$46.4M 5.68%
293,384
-3,496
MELI icon
4
Mercado Libre
MELI
$104B
$39M 4.77%
14,908
+63
AMZN icon
5
Amazon
AMZN
$2.3T
$31.7M 3.89%
144,602
-7,061
TSLA icon
6
Tesla
TSLA
$1.45T
$28.1M 3.45%
88,570
-1,430
ISRG icon
7
Intuitive Surgical
ISRG
$156B
$26.6M 3.26%
49,009
+122
AAPL icon
8
Apple
AAPL
$3.7T
$22.2M 2.72%
108,161
+1,619
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.04T
$20.9M 2.56%
118,740
+3,471
SPOT icon
10
Spotify
SPOT
$138B
$18.8M 2.3%
24,518
+246
MUB icon
11
iShares National Muni Bond ETF
MUB
$40.2B
$17.3M 2.12%
165,972
-26,276
COST icon
12
Costco
COST
$423B
$17.1M 2.1%
17,297
-115
CMF icon
13
iShares California Muni Bond ETF
CMF
$3.41B
$14.8M 1.82%
265,937
-62,962
SUB icon
14
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$13.4M 1.64%
125,882
-45,251
CRWD icon
15
CrowdStrike
CRWD
$123B
$12.5M 1.54%
24,615
+517
SGOV icon
16
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$12.2M 1.49%
121,218
-267,596
NOW icon
17
ServiceNow
NOW
$187B
$11.8M 1.44%
11,435
+27
NET icon
18
Cloudflare
NET
$75.8B
$10.6M 1.29%
53,966
-50
AGG icon
19
iShares Core US Aggregate Bond ETF
AGG
$132B
$9.36M 1.15%
94,386
+366
ADSK icon
20
Autodesk
ADSK
$65.3B
$9.15M 1.12%
29,545
+498
ADI icon
21
Analog Devices
ADI
$116B
$9.11M 1.12%
38,283
+835
MSFT icon
22
Microsoft
MSFT
$3.82T
$8.69M 1.06%
17,472
-133
DDOG icon
23
Datadog
DDOG
$55.8B
$8.54M 1.05%
63,548
+3,325
SNPS icon
24
Synopsys
SNPS
$81B
$8.32M 1.02%
16,222
+638
FSLR icon
25
First Solar
FSLR
$26.2B
$8.11M 0.99%
48,978
+5,221
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