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
$546M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.41M
3
+$4.69M
4
GRBK icon
Green Brick Partners
GRBK
+$1.22M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.18M

Top Sells

1
+$920K
2
+$909K
3
+$724K
4
NVDA icon
NVIDIA
NVDA
+$620K
5
MSFT icon
Microsoft
MSFT
+$608K

Sector Composition

1 Technology 22.94%
2 Consumer Discretionary 12.39%
3 Healthcare 10.11%
4 Communication Services 7.8%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.6%
60,860
+1,417
52
$3.28M 0.6%
5,690
-107
53
$3.28M 0.6%
21,990
-2,711
54
$3.25M 0.59%
21,350
-15
55
$3.24M 0.59%
22,073
+56
56
$3.22M 0.59%
33,757
-131
57
$3.17M 0.58%
24,796
+9,115
58
$3.09M 0.57%
28,754
-1,522
59
$3.04M 0.56%
11,214
+954
60
$3.02M 0.55%
25,919
-4,757
61
$3M 0.55%
18,588
-6
62
$2.93M 0.54%
48,891
+1,715
63
$2.92M 0.54%
57,560
+8,971
64
$2.91M 0.53%
54,599
-63
65
$2.84M 0.52%
10,004
-43
66
$2.81M 0.52%
33,558
-218
67
$2.79M 0.51%
15,388
-44
68
$2.74M 0.5%
10,317
-636
69
$2.73M 0.5%
23,670
-157
70
$2.73M 0.5%
50,075
-9,509
71
$2.72M 0.5%
8,494
-70
72
$2.7M 0.5%
1,963
-33
73
$2.62M 0.48%
12,698
+9
74
$2.58M 0.47%
15,399
+7
75
$2.55M 0.47%
13,992
-33
1 2
3
4 5