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
$449M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.9M
3
+$2.53M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.95M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.57M

Top Sells

1
+$41.8M
2
+$5.93M
3
+$3.62M
4
ABMD
Abiomed Inc
ABMD
+$1.81M
5
CRM icon
Salesforce
CRM
+$1.52M

Sector Composition

1 Technology 23.41%
2 Healthcare 14.31%
3 Consumer Discretionary 9.67%
4 Communication Services 5.37%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.6%
4,134
+1,233
52
$2.69M 0.6%
12,211
+32
53
$2.69M 0.6%
16,415
+120
54
$2.67M 0.59%
33,587
+436
55
$2.63M 0.59%
14,087
+66
56
$2.62M 0.58%
14,595
+139
57
$2.62M 0.58%
64,477
+20,295
58
$2.62M 0.58%
27,359
+1,134
59
$2.53M 0.56%
+40,509
60
$2.48M 0.55%
10,467
+770
61
$2.46M 0.55%
22,781
+7,148
62
$2.46M 0.55%
13,123
-711
63
$2.44M 0.54%
10,205
+348
64
$2.43M 0.54%
51,608
+12,590
65
$2.39M 0.53%
5,567
-543
66
$2.36M 0.52%
28,195
+75
67
$2.26M 0.5%
8,469
+25
68
$2.24M 0.5%
57,884
+4,924
69
$2.24M 0.5%
12,657
-128
70
$2.23M 0.5%
19,062
+1,007
71
$2.2M 0.49%
9,967
+629
72
$2.19M 0.49%
22,587
+1,452
73
$2.18M 0.48%
19,731
-269
74
$2.17M 0.48%
8,757
+820
75
$2.14M 0.48%
12,941
+910
1 2
3
4 5