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
$535M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.9M
3
+$7.91M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$2.45M
5
TSLA icon
Tesla
TSLA
+$1.52M

Top Sells

1
+$16.1M
2
+$11.6M
3
+$3.47M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.62M
5
JPMB icon
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
+$2.21M

Sector Composition

1 Technology 26.41%
2 Healthcare 14.26%
3 Consumer Discretionary 11.17%
4 Communication Services 5.85%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.58M 0.29%
48,230
+14,965
102
$1.4M 0.26%
12,731
-7,000
103
$1.38M 0.26%
4,810
+1,911
104
$1.34M 0.25%
7,273
+2,130
105
$1.31M 0.24%
11,895
-90
106
$1.31M 0.24%
25,858
-210
107
$1.14M 0.21%
28,111
-1,193
108
$1.08M 0.2%
12,276
-266
109
$1.02M 0.19%
19,104
-1,139
110
$933K 0.17%
2,269
-484
111
$889K 0.17%
55,119
-2,271
112
$884K 0.17%
27,991
-1,105
113
$878K 0.16%
58,246
+23,836
114
$828K 0.15%
6,634
-603
115
$730K 0.14%
3,910
+307
116
$713K 0.13%
8,523
-169
117
$630K 0.12%
10,431
-463
118
$536K 0.1%
4,819
-37
119
$520K 0.1%
2,467
-87
120
$453K 0.08%
5,158
+271
121
$389K 0.07%
12,474
-480
122
$366K 0.07%
5,799
-1,643
123
$336K 0.06%
28,701
+5,440
124
$326K 0.06%
2,000
-702
125
$318K 0.06%
1,053
+23
3 4
5
6 7