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
$449M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.9M
3
+$2.53M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.95M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.57M

Top Sells

1
+$41.8M
2
+$5.93M
3
+$3.62M
4
ABMD
Abiomed Inc
ABMD
+$1.81M
5
CRM icon
Salesforce
CRM
+$1.52M

Sector Composition

1 Technology 23.41%
2 Healthcare 14.31%
3 Consumer Discretionary 9.67%
4 Communication Services 5.37%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.29%
11,985
+2,883
102
$1.29M 0.29%
14,865
+1,610
103
$1.29M 0.29%
16,356
+2,447
104
$1.28M 0.29%
26,068
+7,499
105
$1.26M 0.28%
12,542
-1,129
106
$1.21M 0.27%
29,304
+5,752
107
$1.18M 0.26%
19,186
-1,098
108
$1.06M 0.24%
2,753
-180
109
$1.01M 0.23%
20,243
+552
110
$981K 0.22%
29,096
-529
111
$894K 0.2%
2,899
+194
112
$888K 0.2%
7,237
-1,099
113
$879K 0.2%
33,265
-6,094
114
$864K 0.19%
57,390
-480
115
$830K 0.18%
5,143
-497
116
$819K 0.18%
34,410
-32,870
117
$772K 0.17%
16,896
118
$752K 0.17%
+15,000
119
$684K 0.15%
8,692
+2,683
120
$656K 0.15%
10,894
-512
121
$628K 0.14%
3,603
+207
122
$550K 0.12%
4,856
-112
123
$521K 0.12%
2,554
+42
124
$485K 0.11%
2,702
-415
125
$475K 0.11%
10,844
+728
2 3 4
5
6