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
$585M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.53M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M

Top Sells

1
+$2.63M
2
+$2.46M
3
+$1.62M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.58M
5
NCNO icon
nCino
NCNO
+$1.5M

Sector Composition

1 Technology 24.16%
2 Consumer Discretionary 12.89%
3 Healthcare 10.11%
4 Communication Services 7.53%
5 Financials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.73M 0.47%
9,994
+357
77
$2.71M 0.46%
8,046
+807
78
$2.7M 0.46%
49,256
-1,854
79
$2.7M 0.46%
13,057
+264
80
$2.69M 0.46%
51,856
+3,306
81
$2.63M 0.45%
11,690
-5,847
82
$2.58M 0.44%
17,360
-4,713
83
$2.56M 0.44%
17,195
+8,019
84
$2.5M 0.43%
3,962
+533
85
$2.49M 0.43%
31,664
+681
86
$2.48M 0.42%
11,277
-4,111
87
$2.46M 0.42%
50,789
+4,807
88
$2.43M 0.41%
20,916
+2,132
89
$2.36M 0.4%
12,197
+343
90
$2.33M 0.4%
9,955
-228
91
$2.3M 0.39%
30,297
+11,629
92
$2.24M 0.38%
56,865
-856
93
$2.15M 0.37%
6,264
+94
94
$2.13M 0.36%
9,526
+311
95
$2.1M 0.36%
12,018
+482
96
$2.09M 0.36%
27,038
+12,066
97
$2.08M 0.36%
18,605
+328
98
$2.06M 0.35%
5,512
-1,260
99
$2.03M 0.35%
49,338
-708
100
$2M 0.34%
12,086
+2,634
2 3
4
5 6