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
$546M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.41M
3
+$4.69M
4
GRBK icon
Green Brick Partners
GRBK
+$1.22M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.18M

Top Sells

1
+$920K
2
+$909K
3
+$724K
4
NVDA icon
NVIDIA
NVDA
+$620K
5
MSFT icon
Microsoft
MSFT
+$608K

Sector Composition

1 Technology 22.94%
2 Consumer Discretionary 12.39%
3 Healthcare 10.11%
4 Communication Services 7.8%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.84M 0.34%
22,928
-23
102
$1.83M 0.34%
16,763
-87
103
$1.79M 0.33%
2,265
-9
104
$1.78M 0.33%
50,046
-235
105
$1.71M 0.31%
28,072
+124
106
$1.69M 0.31%
53,884
-3,776
107
$1.67M 0.31%
41,172
-3,521
108
$1.66M 0.3%
15,820
-1,471
109
$1.62M 0.3%
9,452
+60
110
$1.6M 0.29%
14,972
+160
111
$1.6M 0.29%
3,717
+14
112
$1.58M 0.29%
91,536
-2,850
113
$1.56M 0.29%
43,353
+3,509
114
$1.56M 0.29%
8,082
-37
115
$1.55M 0.28%
12,325
-24
116
$1.5M 0.28%
21,193
-2
117
$1.48M 0.27%
18,277
+229
118
$1.47M 0.27%
5,113
+444
119
$1.38M 0.25%
10,578
-102
120
$1.34M 0.24%
9,176
+562
121
$1.26M 0.23%
11,992
+151
122
$1.23M 0.23%
21,912
-161
123
$1.22M 0.22%
+59,605
124
$1.18M 0.22%
+23,584
125
$1.18M 0.22%
19,284
-536
3 4
5
6 7