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
$197M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$856K
3
+$705K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$553K
5
MDB icon
MongoDB
MDB
+$469K

Top Sells

1
+$9.7M
2
+$4M
3
+$2.66M
4
AVGO icon
Broadcom
AVGO
+$2.14M
5
AAPL icon
Apple
AAPL
+$1.21M

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 12.43%
3 Healthcare 8.75%
4 Financials 8.74%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.85%
44,595
+321
52
$1.63M 0.83%
18,545
-218
53
$1.62M 0.82%
76,133
-2,210
54
$1.6M 0.81%
269,840
-102,120
55
$1.6M 0.81%
7,707
+650
56
$1.59M 0.81%
49,443
+51
57
$1.58M 0.8%
14,787
+18
58
$1.57M 0.8%
11,339
+735
59
$1.54M 0.78%
+19,666
60
$1.51M 0.76%
13,658
-159
61
$1.48M 0.75%
14,102
+2,623
62
$1.42M 0.72%
51,680
+1,606
63
$1.41M 0.71%
13,241
64
$1.38M 0.7%
37,942
65
$1.34M 0.68%
10,027
-87
66
$1.33M 0.67%
19,458
-85
67
$1.32M 0.67%
5,804
-302
68
$1.3M 0.66%
20,095
-3,420
69
$1.27M 0.64%
22,586
+592
70
$1.26M 0.64%
19,200
+100
71
$1.26M 0.64%
9,960
-1,093
72
$1.21M 0.61%
11,756
+110
73
$1.15M 0.58%
13,838
-467
74
$1.13M 0.58%
29,840
+568
75
$1.09M 0.55%
38,034
+8,835
1 2
3
4 5