SC
Slow Capital Portfolio holdings
AUM
$817M
This Quarter Return
+5.32%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$618M
AUM Growth
+$618M
(-1%)
Cap. Flow
+$9.28M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
37.16%
Holding
125
New
3
Increased
48
Reduced
66
Closed
5
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$15.4M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$7.18M |
| 3 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$3.69M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$3.69M |
| 5 |
Tesla
TSLA
|
$1.21M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$11.3M |
| 2 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$6.39M |
| 3 |
iShares California Muni Bond ETF
CMF
|
$5.54M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$5.44M |
| 5 |
NVIDIA
NVDA
|
$4.53M |
Sector Composition
| 1 | Technology | 30.63% |
| 2 | Healthcare | 13.97% |
| 3 | Consumer Discretionary | 12.85% |
| 4 | Communication Services | 7.47% |
| 5 | Industrials | 3.52% |
