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
$535M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.9M
3
+$7.91M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$2.45M
5
TSLA icon
Tesla
TSLA
+$1.52M

Top Sells

1
+$16.1M
2
+$11.6M
3
+$3.47M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.62M
5
JPMB icon
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
+$2.21M

Sector Composition

1 Technology 26.41%
2 Healthcare 14.26%
3 Consumer Discretionary 11.17%
4 Communication Services 5.85%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.27M 0.61%
21,162
-10
52
$3.18M 0.6%
2,081
+72
53
$3.14M 0.59%
9,411
+293
54
$3.07M 0.57%
13,643
+3,176
55
$3.04M 0.57%
14,593
+506
56
$3.03M 0.57%
17,661
+4,538
57
$3.02M 0.56%
66,702
+2,225
58
$2.92M 0.55%
4,055
-79
59
$2.89M 0.54%
29,106
+6,519
60
$2.87M 0.54%
4,215
+876
61
$2.83M 0.53%
15,222
+2,281
62
$2.8M 0.52%
43,115
+764
63
$2.77M 0.52%
24,693
+5,016
64
$2.75M 0.52%
13,474
+384
65
$2.75M 0.51%
6,415
+368
66
$2.74M 0.51%
11,253
+1,286
67
$2.74M 0.51%
32,926
-3,321
68
$2.71M 0.51%
7,034
+1,421
69
$2.7M 0.51%
44,809
+9,177
70
$2.7M 0.51%
27,568
+6,146
71
$2.7M 0.5%
11,796
+1,591
72
$2.68M 0.5%
13,386
+2,886
73
$2.67M 0.5%
21,768
+2,706
74
$2.63M 0.49%
41,103
-140
75
$2.63M 0.49%
10,653
+1,896
1 2
3
4 5