SC
Slow Capital Portfolio holdings
AUM
$817M
This Quarter Return
+14.11%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$367M
AUM Growth
+$367M
(+7.8%)
Cap. Flow
+$18.4M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
26.44%
Holding
299
New
132
Increased
96
Reduced
65
Closed
4
Top Buys
| 1 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.79M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.32M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.32M |
| 4 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
$1.31M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.3M |
Top Sells
| 1 |
Tesla
TSLA
|
$8.93M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$6.69M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$3.16M |
| 4 |
Apple
AAPL
|
$2.27M |
| 5 |
Oracle
ORCL
|
$1.93M |
Sector Composition
| 1 | Technology | 23.59% |
| 2 | Consumer Discretionary | 14.39% |
| 3 | Healthcare | 10.01% |
| 4 | Communication Services | 7.48% |
| 5 | Financials | 7.36% |
