SC

Slow Capital Portfolio holdings

AUM $770M
1-Year Est. Return 33.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$851M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.49M
3
+$2.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.99M
5
ROK icon
Rockwell Automation
ROK
+$1.64M

Top Sells

1
+$7.85M
2
+$4.76M
3
+$4.47M
4
NVDA icon
NVIDIA
NVDA
+$2.54M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.89M

Sector Composition

1 Technology 37.23%
2 Consumer Discretionary 15.18%
3 Healthcare 12.29%
4 Communication Services 10.77%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.37M 0.4%
13,392
+296
77
$3.34M 0.39%
+40,620
78
$3.3M 0.39%
68,044
-14,696
79
$3.28M 0.39%
11,732
+2,223
80
$3.22M 0.38%
17,523
+366
81
$3.02M 0.35%
35,023
-615
82
$2.99M 0.35%
211,874
-22,691
83
$2.95M 0.35%
12,497
+249
84
$2.78M 0.33%
13,998
-402
85
$2.7M 0.32%
3,535
+57
86
$2.64M 0.31%
7,478
-106
87
$2.45M 0.29%
92,554
88
$2.41M 0.28%
19,509
-1,213
89
$2.24M 0.26%
12,949
-294
90
$2.23M 0.26%
11,243
-900
91
$2.07M 0.24%
9,988
-2,227
92
$1.93M 0.23%
65,989
+8,344
93
$1.88M 0.22%
93,889
-9,758
94
$1.81M 0.21%
35,876
+2,615
95
$1.66M 0.2%
+4,754
96
$1.53M 0.18%
15,958
-1,406
97
$1.49M 0.18%
16,331
+343
98
$1.11M 0.13%
15,571
+257
99
$1.03M 0.12%
3,343
+39
100
$996K 0.12%
8,830
1 2 3
4
5