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
$546M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.41M
3
+$4.69M
4
GRBK icon
Green Brick Partners
GRBK
+$1.22M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.18M

Top Sells

1
+$920K
2
+$909K
3
+$724K
4
NVDA icon
NVIDIA
NVDA
+$620K
5
MSFT icon
Microsoft
MSFT
+$608K

Sector Composition

1 Technology 22.94%
2 Consumer Discretionary 12.39%
3 Healthcare 10.11%
4 Communication Services 7.8%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.53M 0.46%
48,550
+12,480
77
$2.49M 0.46%
11,059
+869
78
$2.46M 0.45%
39,923
-190
79
$2.46M 0.45%
7,239
-37
80
$2.46M 0.45%
12,793
+402
81
$2.44M 0.45%
31,106
-358
82
$2.42M 0.44%
51,110
-464
83
$2.41M 0.44%
9,637
+18
84
$2.4M 0.44%
12,242
+63
85
$2.39M 0.44%
9,950
-428
86
$2.26M 0.41%
30,983
-136
87
$2.25M 0.41%
45,982
+13,920
88
$2.24M 0.41%
57,721
-399
89
$2.23M 0.41%
10,183
-705
90
$2.19M 0.4%
9,215
+6
91
$2.09M 0.38%
18,668
+54
92
$2.08M 0.38%
3,429
-346
93
$2.07M 0.38%
6,170
-442
94
$2.06M 0.38%
11,854
-145
95
$2.01M 0.37%
6,772
-327
96
$2M 0.37%
22,903
-108
97
$1.91M 0.35%
18,784
-342
98
$1.91M 0.35%
11,536
-77
99
$1.89M 0.35%
12,680
-147
100
$1.85M 0.34%
12,799
+9
2 3
4
5 6