SC
Slow Capital Portfolio holdings
AUM
$817M
This Quarter Return
+17.36%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$418M
AUM Growth
+$418M
(+14%)
Cap. Flow
+$2.71M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
26.91%
Holding
301
New
6
Increased
79
Reduced
86
Closed
127
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$1.64M |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$1.62M |
| 3 |
Fidelity MSCI Materials Index ETF
FMAT
|
$1.14M |
| 4 |
Innovator US Equity Buffer ETF January
BJAN
|
$1.11M |
| 5 |
Align Technology
ALGN
|
$928K |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$683K |
| 2 |
NetApp
NTAP
|
$634K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$551K |
| 4 |
XLNX
Xilinx Inc
XLNX
|
$448K |
| 5 |
Akamai
AKAM
|
$409K |
Sector Composition
| 1 | Technology | 23.78% |
| 2 | Consumer Discretionary | 16.17% |
| 3 | Healthcare | 10.46% |
| 4 | Financials | 7.49% |
| 5 | Communication Services | 7.47% |
