SC

Slow Capital Portfolio holdings

AUM $851M
1-Year Est. Return 32.13%
This Quarter Est. Return
1 Year Est. Return
+32.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.53M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M

Top Sells

1
+$2.63M
2
+$2.46M
3
+$1.62M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.58M
5
NCNO icon
nCino
NCNO
+$1.5M

Sector Composition

1 Technology 24.16%
2 Consumer Discretionary 12.89%
3 Healthcare 10.11%
4 Communication Services 7.53%
5 Financials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.78M 0.82%
7,274
+48
27
$4.76M 0.81%
41,620
-5,978
28
$4.7M 0.8%
50,420
+1,898
29
$4.59M 0.78%
95,145
+3,699
30
$4.38M 0.75%
24,419
-377
31
$4.38M 0.75%
14,965
+557
32
$4.33M 0.74%
60,245
-380
33
$4.33M 0.74%
16,745
-681
34
$4.29M 0.73%
25,724
-713
35
$4.24M 0.73%
55,889
+789
36
$4.23M 0.72%
3,136
+319
37
$4.2M 0.72%
49,244
-704
38
$4.09M 0.7%
33,128
+383
39
$4.06M 0.69%
14,434
+626
40
$4.05M 0.69%
10,933
-520
41
$3.98M 0.68%
30,956
+3,269
42
$3.93M 0.67%
48,631
+5,654
43
$3.89M 0.66%
5,898
+2
44
$3.84M 0.66%
9,836
+289
45
$3.62M 0.62%
19,206
+392
46
$3.57M 0.61%
21,657
-333
47
$3.55M 0.61%
27,449
+2,653
48
$3.51M 0.6%
8,477
-17
49
$3.46M 0.59%
42,129
+2,156
50
$3.4M 0.58%
2,004
+41
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2
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