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
$449M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.9M
3
+$2.53M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.95M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.57M

Top Sells

1
+$41.8M
2
+$5.93M
3
+$3.62M
4
ABMD
Abiomed Inc
ABMD
+$1.81M
5
CRM icon
Salesforce
CRM
+$1.52M

Sector Composition

1 Technology 23.41%
2 Healthcare 14.31%
3 Consumer Discretionary 9.67%
4 Communication Services 5.37%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 0.93%
85,729
+2,223
27
$4.14M 0.92%
38,876
+10,225
28
$4.02M 0.89%
26,767
+5,575
29
$3.96M 0.88%
57,985
+14,500
30
$3.8M 0.85%
19,309
+5,153
31
$3.8M 0.85%
30,148
+8,221
32
$3.71M 0.83%
37,377
+61
33
$3.58M 0.8%
5,050
-109
34
$3.51M 0.78%
30,547
-127
35
$3.48M 0.77%
70,299
+1,963
36
$3.35M 0.74%
56,101
+15,443
37
$3.32M 0.74%
6,029
-48
38
$3.24M 0.72%
10,473
+558
39
$3.22M 0.72%
59,214
+18,923
40
$3.19M 0.71%
12,154
+317
41
$3.08M 0.68%
36,247
-2,982
42
$3.04M 0.68%
21,172
+6,357
43
$2.98M 0.66%
10,120
-122
44
$2.97M 0.66%
62,856
+4,923
45
$2.94M 0.65%
10,180
-264
46
$2.93M 0.65%
32,992
-552
47
$2.92M 0.65%
42,351
+6,898
48
$2.9M 0.65%
2,009
+22
49
$2.9M 0.65%
+82,737
50
$2.77M 0.62%
13,090
+68
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