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
$585M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.53M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M

Top Sells

1
+$2.63M
2
+$2.46M
3
+$1.62M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.58M
5
NCNO icon
nCino
NCNO
+$1.5M

Sector Composition

1 Technology 24.16%
2 Consumer Discretionary 12.89%
3 Healthcare 10.11%
4 Communication Services 7.53%
5 Financials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.3M 0.56%
21,072
-278
52
$3.26M 0.56%
5,754
+64
53
$3.21M 0.55%
20,751
+341
54
$3.21M 0.55%
24,831
-1,088
55
$3.2M 0.55%
12,950
+252
56
$3.17M 0.54%
49,032
+141
57
$3.15M 0.54%
11,964
+884
58
$3.13M 0.53%
18,286
-302
59
$3.11M 0.53%
34,444
+886
60
$3.1M 0.53%
12,299
+57
61
$3.08M 0.53%
12,144
+544
62
$3.08M 0.53%
14,375
+383
63
$3.07M 0.52%
28,605
-149
64
$3.07M 0.52%
48,376
-1,699
65
$3.06M 0.52%
35,066
+1,309
66
$3.04M 0.52%
6,376
+2,659
67
$3.02M 0.52%
11,863
+649
68
$3.01M 0.51%
26,171
+2,501
69
$2.98M 0.51%
59,020
+1,460
70
$2.96M 0.51%
56,908
-3,952
71
$2.92M 0.5%
10,407
+90
72
$2.9M 0.5%
31,096
-10
73
$2.88M 0.49%
16,397
+998
74
$2.76M 0.47%
11,809
+750
75
$2.75M 0.47%
10,352
+348
1 2
3
4 5