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
$535M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.9M
3
+$7.91M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$2.45M
5
TSLA icon
Tesla
TSLA
+$1.52M

Top Sells

1
+$16.1M
2
+$11.6M
3
+$3.47M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.62M
5
JPMB icon
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
+$2.21M

Sector Composition

1 Technology 26.41%
2 Healthcare 14.26%
3 Consumer Discretionary 11.17%
4 Communication Services 5.85%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.47%
51,215
-393
77
$2.48M 0.46%
18,583
+2,227
78
$2.46M 0.46%
8,613
+144
79
$2.41M 0.45%
12,385
+174
80
$2.36M 0.44%
27,357
+8,222
81
$2.35M 0.44%
15,191
+2,534
82
$2.35M 0.44%
5,681
+114
83
$2.35M 0.44%
15,275
+680
84
$2.28M 0.43%
43,564
+7,964
85
$2.21M 0.41%
7,225
+727
86
$2.21M 0.41%
11,396
+1,910
87
$2.2M 0.41%
33,033
+4,632
88
$2.19M 0.41%
28,471
+276
89
$2.19M 0.41%
31,835
+2,645
90
$2.07M 0.39%
10,039
+884
91
$2.04M 0.38%
12,107
+362
92
$2.04M 0.38%
20,348
+5,483
93
$2.02M 0.38%
10,024
+1,587
94
$2.01M 0.38%
26,495
+1,725
95
$1.97M 0.37%
50,628
+13,060
96
$1.94M 0.36%
12,259
+364
97
$1.87M 0.35%
93,820
+4,021
98
$1.86M 0.35%
8,842
+2,500
99
$1.82M 0.34%
21,934
-286
100
$1.6M 0.3%
28,656
+9,470
2 3
4
5 6