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
$575M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.26M
3
+$844K
4
AVGO icon
Broadcom
AVGO
+$615K
5
BNTX icon
BioNTech
BNTX
+$423K

Top Sells

1
+$21.4M
2
+$2.25M
3
+$1.95M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.78M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.67M

Sector Composition

1 Technology 30.13%
2 Healthcare 13.37%
3 Consumer Discretionary 13.16%
4 Communication Services 6.66%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 0.83%
81,200
-451
27
$4.72M 0.82%
34,116
+37
28
$4.67M 0.81%
43,489
+1,743
29
$4.39M 0.76%
29,763
+124
30
$4.29M 0.75%
13,757
-101
31
$4.25M 0.74%
22,247
-70
32
$4.2M 0.73%
79,737
+48
33
$4.2M 0.73%
14,573
-171
34
$4.17M 0.73%
66,636
+408
35
$4.16M 0.72%
20,882
-464
36
$4.15M 0.72%
32,595
-976
37
$4.1M 0.71%
53,269
-997
38
$4.1M 0.71%
43,667
-318
39
$4.1M 0.71%
7,715
+21
40
$4.09M 0.71%
25,737
-1,134
41
$4.05M 0.71%
6,792
-181
42
$3.9M 0.68%
49,241
-1,759
43
$3.81M 0.66%
44,568
-402
44
$3.77M 0.66%
87,106
-3,261
45
$3.77M 0.66%
26,737
-1,245
46
$3.73M 0.65%
50,048
-1,269
47
$3.66M 0.64%
6,301
+71
48
$3.6M 0.63%
12,179
-5
49
$3.58M 0.62%
64,016
-1,300
50
$3.56M 0.62%
37,082
+176
1
2
3 4 5