SC
Slow Capital Portfolio holdings
AUM
$851M
1-Year Est. Return
32.13%
1 Year Est. Return
+32.13%
AUM
$851M
AUM Growth
+$34.6M
(+4.2%)
Holding
121
Top Buys
| 1 | +$5.79M | |
| 2 | +$3.34M | |
| 3 | +$2.04M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$2.02M |
| 5 |
Rockwell Automation
ROK
|
+$1.66M |
Top Sells
| 1 | +$8.45M | |
| 2 | +$5.37M | |
| 3 | +$4.47M | |
| 4 |
NVIDIA
NVDA
|
+$2.72M |
| 5 |
iShares California Muni Bond ETF
CMF
|
+$1.93M |
Sector Composition
| 1 | Technology | 37.23% |
| 2 | Consumer Discretionary | 15.18% |
| 3 | Healthcare | 12.29% |
| 4 | Communication Services | 10.77% |
| 5 | Industrials | 3.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.9T
| $57.7M | 6.78% |
174,806
-25,601
|
|
||
|
2
NVIDIA
NVDA
$4.3T
| $52M | 6.11% |
278,793
-14,591
|
|
||
3
Netflix
NFLX
$456B
| $40.6M | 4.77% |
338,840
-8,140
|
|
||
4
Tesla
TSLA
$1.43T
| $38.5M | 4.52% |
86,576
-1,994
|
|
||
5
Mercado Libre
MELI
$105B
| $34.6M | 4.06% |
14,785
-123
|
|
||
6
Amazon
AMZN
$2.49T
| $31.5M | 3.7% |
143,423
-1,179
|
|
||
7
Alphabet (Google) Class A
GOOGL
$3.86T
| $28.6M | 3.36% |
117,645
-1,095
|
|
||
8
Intuitive Surgical
ISRG
$203B
| $23.3M | 2.74% |
52,146
+3,137
|
|
||
9
Apple
AAPL
$4.12T
| $22.2M | 2.61% |
87,075
-21,086
|
|
||
|
10
iShares National Muni Bond ETF
MUB
$41.7B
| $19.7M | 2.31% |
184,959
+18,987
|
|
||
11
Spotify
SPOT
$123B
| $17.1M | 2.01% |
24,462
-56
|
|
||
12
Costco
COST
$405B
| $16M | 1.88% |
17,271
-26
|
|
||
13
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
| $14.6M | 1.72% |
136,837
+10,955
|
|
||
|
14
iShares California Muni Bond ETF
CMF
$3.6B
| $13.2M | 1.56% |
232,090
-33,847
|
|
||
15
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.5B
| $12.2M | 1.43% |
120,866
-352
|
|
||
16
CrowdStrike
CRWD
$128B
| $12.1M | 1.42% |
24,652
+37
|
|
||
17
Cloudflare
NET
$70.1B
| $10.9M | 1.28% |
50,855
-3,111
|
|
||
18
ServiceNow
NOW
$169B
| $10.9M | 1.28% |
11,839
+404
|
|
||
19
First Solar
FSLR
$29.3B
| $10.8M | 1.27% |
49,029
+51
|
|
||
20
iShares Core US Aggregate Bond ETF
AGG
$135B
| $10.6M | 1.24% |
105,582
+11,196
|
|
||
21
Ross Stores
ROST
$57.4B
| $9.63M | 1.13% |
63,205
+205
|
|
||
22
Analog Devices
ADI
$130B
| $9.45M | 1.11% |
38,447
+164
|
|
||
23
Autodesk
ADSK
$64.3B
| $9.39M | 1.1% |
29,550
+5
|
|
||
24
Datadog
DDOG
$56.1B
| $9.11M | 1.07% |
63,983
+435
|
|
||
25
Synopsys
SNPS
$77.6B
| $8.88M | 1.04% |
18,004
+1,782
|
|