SC
Slow Capital Portfolio holdings
AUM
$817M
This Quarter Return
+6.74%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$653M
AUM Growth
+$653M
(+5.7%)
Cap. Flow
+$35.4M
Cap. Flow
% of AUM
5.43%
Top 10 Holdings %
Top 10 Hldgs %
36.92%
Holding
130
New
10
Increased
69
Reduced
39
Closed
8
Top Buys
| 1 |
Atlassian
TEAM
|
$5.23M |
| 2 |
Cloudflare
NET
|
$4.25M |
| 3 |
Danaher
DHR
|
$4.05M |
| 4 |
CrowdStrike
CRWD
|
$3.66M |
| 5 |
Synopsys
SNPS
|
$1.75M |
Top Sells
| 1 |
STAAR Surgical
STAA
|
$3.22M |
| 2 |
NVIDIA
NVDA
|
$2.54M |
| 3 |
Align Technology
ALGN
|
$2.42M |
| 4 |
Cisco
CSCO
|
$2.04M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.96M |
Sector Composition
| 1 | Technology | 30.7% |
| 2 | Healthcare | 14.02% |
| 3 | Consumer Discretionary | 13.36% |
| 4 | Communication Services | 7.16% |
| 5 | Consumer Staples | 3.69% |
