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
$535M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.9M
3
+$7.91M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$2.45M
5
TSLA icon
Tesla
TSLA
+$1.52M

Top Sells

1
+$16.1M
2
+$11.6M
3
+$3.47M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.62M
5
JPMB icon
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
+$2.21M

Sector Composition

1 Technology 26.41%
2 Healthcare 14.26%
3 Consumer Discretionary 11.17%
4 Communication Services 5.85%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.78M 0.89%
94,194
-228,025
27
$4.76M 0.89%
70,240
-59
28
$4.46M 0.83%
19,147
-162
29
$4.38M 0.82%
38,374
-502
30
$4.35M 0.81%
29,956
-192
31
$4.27M 0.8%
7,402
+1,373
32
$4.26M 0.8%
13,804
+3,331
33
$4.09M 0.77%
12,989
+2,809
34
$4.02M 0.75%
71,999
+18,352
35
$4.01M 0.75%
56,059
-1,926
36
$3.93M 0.74%
37,789
+412
37
$3.88M 0.73%
78,933
+16,077
38
$3.78M 0.71%
59,015
-199
39
$3.67M 0.69%
34,622
-3,133
40
$3.61M 0.68%
83,540
+803
41
$3.54M 0.66%
5,292
+242
42
$3.45M 0.65%
14,271
+2,117
43
$3.44M 0.64%
22,147
-634
44
$3.43M 0.64%
27,503
+736
45
$3.39M 0.63%
41,217
+708
46
$3.36M 0.63%
17,027
+612
47
$3.35M 0.63%
42,774
+9,187
48
$3.35M 0.63%
32,164
-828
49
$3.34M 0.62%
53,889
-2,212
50
$3.32M 0.62%
10,396
+276
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