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
$546M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.41M
3
+$4.69M
4
GRBK icon
Green Brick Partners
GRBK
+$1.22M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.18M

Top Sells

1
+$920K
2
+$909K
3
+$724K
4
NVDA icon
NVIDIA
NVDA
+$620K
5
MSFT icon
Microsoft
MSFT
+$608K

Sector Composition

1 Technology 22.94%
2 Consumer Discretionary 12.39%
3 Healthcare 10.11%
4 Communication Services 7.8%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 0.82%
40,720
-139
27
$4.46M 0.82%
11,600
-99
28
$4.35M 0.8%
15,927
+168
29
$4.25M 0.78%
91,446
+621
30
$4.24M 0.78%
15,139
-100
31
$4.09M 0.75%
24,796
+667
32
$3.99M 0.73%
5,896
-400
33
$3.96M 0.73%
49,948
+963
34
$3.94M 0.72%
13,808
+523
35
$3.85M 0.71%
32,745
+857
36
$3.84M 0.7%
26,437
-2,525
37
$3.82M 0.7%
14,408
-20
38
$3.73M 0.68%
17,537
+367
39
$3.64M 0.67%
55,100
-80
40
$3.62M 0.66%
18,814
+116
41
$3.6M 0.66%
27,687
-720
42
$3.54M 0.65%
60,625
-2,335
43
$3.54M 0.65%
17,426
-504
44
$3.54M 0.65%
11,080
-579
45
$3.52M 0.65%
42,977
-639
46
$3.45M 0.63%
20,410
+79
47
$3.44M 0.63%
48,522
+561
48
$3.44M 0.63%
11,453
-119
49
$3.39M 0.62%
9,547
-61
50
$3.38M 0.62%
39,973
+688
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2
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