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
$575M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$3.26M
3
+$844K
4
AVGO icon
Broadcom
AVGO
+$615K
5
BNTX icon
BioNTech
BNTX
+$423K

Top Sells

1
+$21.4M
2
+$2.25M
3
+$1.95M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.78M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.67M

Sector Composition

1 Technology 30.13%
2 Healthcare 13.37%
3 Consumer Discretionary 13.16%
4 Communication Services 6.66%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.56M 0.45%
14,259
+267
77
$2.56M 0.44%
23,508
+459
78
$2.53M 0.44%
2,086
+25
79
$2.52M 0.44%
16,061
+34
80
$2.45M 0.43%
27,095
-503
81
$2.42M 0.42%
24,365
+3,816
82
$2.36M 0.41%
27,260
-2,075
83
$2.36M 0.41%
66,020
+1,178
84
$2.34M 0.41%
26,114
-1,509
85
$2.33M 0.41%
46,094
+121
86
$2.31M 0.4%
5,765
+230
87
$2.22M 0.39%
15,597
+976
88
$2.12M 0.37%
11,013
+622
89
$2.07M 0.36%
49,554
-780
90
$2.06M 0.36%
47,305
+4,085
91
$1.96M 0.34%
20,992
-8,793
92
$1.94M 0.34%
12,357
+134
93
$1.84M 0.32%
12,574
-243
94
$1.8M 0.31%
20,369
+312
95
$1.79M 0.31%
47,404
-3,414
96
$1.69M 0.29%
6,138
+758
97
$1.39M 0.24%
44,628
-1,263
98
$1.32M 0.23%
10,532
-181
99
$1.28M 0.22%
29,986
+3,988
100
$1.24M 0.22%
26,299
-2,332
2 3
4
5 6