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
$575M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.26M
3
+$844K
4
AVGO icon
Broadcom
AVGO
+$615K
5
BNTX icon
BioNTech
BNTX
+$423K

Top Sells

1
+$21.4M
2
+$2.25M
3
+$1.95M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.78M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.67M

Sector Composition

1 Technology 30.13%
2 Healthcare 13.37%
3 Consumer Discretionary 13.16%
4 Communication Services 6.66%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.51M 0.61%
14,418
+141
52
$3.47M 0.6%
18,487
+94
53
$3.45M 0.6%
18,115
+53
54
$3.45M 0.6%
+103,331
55
$3.39M 0.59%
40,628
+474
56
$3.34M 0.58%
4,407
+13
57
$3.33M 0.58%
16,790
+201
58
$3.33M 0.58%
4,707
+1,195
59
$3.31M 0.58%
4,111
-19
60
$3.26M 0.57%
+24,692
61
$3.12M 0.54%
29,526
+4,012
62
$3.07M 0.53%
11,705
+30
63
$3.07M 0.53%
13,789
+18
64
$3.01M 0.52%
8,566
+74
65
$2.95M 0.51%
7,545
-94
66
$2.85M 0.5%
13,145
+214
67
$2.83M 0.49%
16,616
+454
68
$2.81M 0.49%
47,334
-1,420
69
$2.8M 0.49%
28,367
+293
70
$2.79M 0.48%
12,306
+93
71
$2.75M 0.48%
54,708
+508
72
$2.73M 0.47%
9,879
+176
73
$2.64M 0.46%
10,756
+16
74
$2.61M 0.45%
9,543
+262
75
$2.59M 0.45%
9,515
+66
1 2
3
4 5