SC
Slow Capital Portfolio holdings
AUM
$817M
This Quarter Return
+21.6%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$817M
AUM Growth
+$817M
(+9.3%)
Cap. Flow
-$49.5M
Cap. Flow
% of AUM
-6.06%
Top 10 Holdings %
Top 10 Hldgs %
41.08%
Holding
122
New
11
Increased
47
Reduced
52
Closed
5
Top Buys
| 1 |
Dynatrace
DT
|
$4.57M |
| 2 |
Arm
ARM
|
$3.95M |
| 3 |
GeneDx Holdings
WGS
|
$3.61M |
| 4 |
Eli Lilly
LLY
|
$2.71M |
| 5 |
TSMC
TSM
|
$2.16M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$26.9M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$9.89M |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$4.81M |
| 4 |
Universal Display
OLED
|
$3.83M |
| 5 |
Broadcom
AVGO
|
$3.81M |
Sector Composition
| 1 | Technology | 37.08% |
| 2 | Consumer Discretionary | 14.84% |
| 3 | Healthcare | 12.51% |
| 4 | Communication Services | 11.04% |
| 5 | Consumer Staples | 3.4% |
