SC

Slow Capital Portfolio holdings

AUM $770M
1-Year Est. Return 33.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$851M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.49M
3
+$2.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.99M
5
ROK icon
Rockwell Automation
ROK
+$1.64M

Top Sells

1
+$7.85M
2
+$4.76M
3
+$4.47M
4
NVDA icon
NVIDIA
NVDA
+$2.54M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.89M

Sector Composition

1 Technology 37.23%
2 Consumer Discretionary 15.18%
3 Healthcare 12.29%
4 Communication Services 10.77%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.28M 0.62%
17,014
-1,014
52
$5.2M 0.61%
10,889
+67
53
$5.17M 0.61%
65,545
+7,535
54
$4.75M 0.56%
73,287
-2,109
55
$4.67M 0.55%
125,477
-337
56
$4.58M 0.54%
28,303
-39
57
$4.43M 0.52%
11,300
-514
58
$4.32M 0.51%
4,461
+41
59
$4.23M 0.5%
15,152
-227
60
$4.2M 0.49%
39,020
-130
61
$4.19M 0.49%
12,095
-112
62
$4.14M 0.49%
42,022
-3,324
63
$4.02M 0.47%
73,475
-6,780
64
$3.95M 0.46%
38,297
-1,088
65
$3.88M 0.46%
4,958
+24
66
$3.87M 0.45%
37,419
+4,289
67
$3.79M 0.45%
74,705
+40,172
68
$3.75M 0.44%
10,689
+191
69
$3.65M 0.43%
71,885
+5,384
70
$3.57M 0.42%
7,352
-90
71
$3.55M 0.42%
13,558
+3
72
$3.52M 0.41%
12,487
+266
73
$3.48M 0.41%
24,591
+195
74
$3.41M 0.4%
7,164
-92
75
$3.41M 0.4%
40,328
-11,045
1 2
3
4 5