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
$449M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.9M
3
+$2.53M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.95M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.57M

Top Sells

1
+$41.8M
2
+$5.93M
3
+$3.62M
4
ABMD
Abiomed Inc
ABMD
+$1.81M
5
CRM icon
Salesforce
CRM
+$1.52M

Sector Composition

1 Technology 23.41%
2 Healthcare 14.31%
3 Consumer Discretionary 9.67%
4 Communication Services 5.37%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.09M 0.47%
10,500
-197
77
$2M 0.45%
41,243
+8,505
78
$1.99M 0.44%
11,745
+735
79
$1.95M 0.44%
53,647
-5,285
80
$1.92M 0.43%
9,118
+244
81
$1.89M 0.42%
5,613
+844
82
$1.83M 0.41%
29,190
+4,701
83
$1.83M 0.41%
22,220
+670
84
$1.83M 0.41%
19,677
+1,707
85
$1.82M 0.41%
3,339
+10
86
$1.81M 0.4%
6,498
+374
87
$1.78M 0.4%
35,632
+1,813
88
$1.76M 0.39%
24,770
+7,812
89
$1.75M 0.39%
6,047
-145
90
$1.75M 0.39%
8,437
-101
91
$1.72M 0.38%
89,799
-6,804
92
$1.7M 0.38%
35,600
-370
93
$1.68M 0.37%
6,342
+132
94
$1.67M 0.37%
11,895
+12
95
$1.65M 0.37%
9,486
+701
96
$1.53M 0.34%
9,155
-817
97
$1.48M 0.33%
37,568
-6,655
98
$1.39M 0.31%
28,401
-6,722
99
$1.39M 0.31%
+21,422
100
$1.31M 0.29%
19,135
-15,094
2 3
4
5 6