SC
Slow Capital Portfolio holdings
AUM
$817M
This Quarter Return
-4.33%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$545M
AUM Growth
+$545M
(-5.5%)
Cap. Flow
+$1.16M
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
39.29%
Holding
129
New
2
Increased
73
Reduced
44
Closed
6
Top Buys
| 1 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$17.9M |
| 2 |
Cadence Design Systems
CDNS
|
$2.21M |
| 3 |
ServiceNow
NOW
|
$1.96M |
| 4 |
Broadcom
AVGO
|
$1.31M |
| 5 |
Veeva Systems
VEEV
|
$679K |
Top Sells
| 1 |
iShares California Muni Bond ETF
CMF
|
$10.5M |
| 2 |
NVIDIA
NVDA
|
$7.24M |
| 3 |
JPMorgan Municipal ETF
JMUB
|
$2.02M |
| 4 |
Blackrock
BLK
|
$1.84M |
| 5 |
Walt Disney
DIS
|
$1.8M |
Sector Composition
| 1 | Technology | 27.02% |
| 2 | Healthcare | 12.86% |
| 3 | Consumer Discretionary | 12.56% |
| 4 | Communication Services | 6.1% |
| 5 | Industrials | 3.48% |
