SC
Slow Capital Portfolio holdings
AUM
$817M
This Quarter Return
+7.6%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$706M
AUM Growth
+$706M
(+8.2%)
Cap. Flow
+$26.7M
Cap. Flow
% of AUM
3.78%
Top 10 Holdings %
Top 10 Hldgs %
41.58%
Holding
125
New
3
Increased
45
Reduced
64
Closed
5
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$24.7M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$8.33M |
| 3 |
Elastic
ESTC
|
$5.04M |
| 4 |
Mobileye
MBLY
|
$4M |
| 5 |
Datadog
DDOG
|
$3.84M |
Top Sells
| 1 |
Honeywell
HON
|
$4M |
| 2 |
Tesla
TSLA
|
$3.08M |
| 3 |
Estee Lauder
EL
|
$2.59M |
| 4 |
NVIDIA
NVDA
|
$2.38M |
| 5 |
Wolfspeed
WOLF
|
$2.04M |
Sector Composition
| 1 | Technology | 31.32% |
| 2 | Consumer Discretionary | 14.1% |
| 3 | Healthcare | 11.05% |
| 4 | Communication Services | 7.64% |
| 5 | Consumer Staples | 3.04% |
