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
$585M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.53M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M

Top Sells

1
+$2.63M
2
+$2.46M
3
+$1.62M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.58M
5
NCNO icon
nCino
NCNO
+$1.5M

Sector Composition

1 Technology 24.16%
2 Consumer Discretionary 12.89%
3 Healthcare 10.11%
4 Communication Services 7.53%
5 Financials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.97M 0.34%
64,996
+5,391
102
$1.94M 0.33%
2,292
+27
103
$1.88M 0.32%
8,210
+128
104
$1.87M 0.32%
16,001
+181
105
$1.87M 0.32%
11,126
-1,199
106
$1.85M 0.32%
+84,296
107
$1.81M 0.31%
35,212
-19,387
108
$1.81M 0.31%
23,252
+324
109
$1.76M 0.3%
10,895
+945
110
$1.7M 0.29%
90,396
-1,140
111
$1.69M 0.29%
53,844
-40
112
$1.54M 0.26%
13,338
+539
113
$1.51M 0.26%
42,554
+1,382
114
$1.5M 0.26%
10,787
+209
115
$1.41M 0.24%
5,500
+387
116
$1.36M 0.23%
5,252
+240
117
$1.33M 0.23%
28,925
+853
118
$1.25M 0.21%
23,189
+1,277
119
$1.25M 0.21%
17,559
+688
120
$1.22M 0.21%
46,464
+17,604
121
$1.21M 0.21%
19,813
+529
122
$1.17M 0.2%
23,584
123
$1.17M 0.2%
61,434
-2,826
124
$1.11M 0.19%
9,332
+5,624
125
$1.1M 0.19%
19,354
+319
3 4
5
6 7