SC
Slow Capital Portfolio holdings
AUM $817M
1-Year Return
31.39%
This Quarter Return
-5.92%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$747M
AUM Growth
+$40.4M
(+5.7%)
Cap. Flow
+$95.3M
Cap. Flow
% of AUM
12.76%
Top 10 Holdings %
Top 10 Hldgs %
38.67%
Holding
123
New
3
Increased
66
Reduced
36
Closed
12
Top Buys
| 1 |
Mercado Libre
MELI
|
+$5.53M |
| 2 |
Netflix
NFLX
|
+$5.15M |
| 3 |
Amazon
AMZN
|
+$5.13M |
| 4 |
NVIDIA
NVDA
|
+$5.04M |
| 5 |
Spotify
SPOT
|
+$4.59M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$5.78M |
| 2 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$2.66M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$1.85M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.42M |
| 5 |
iShares Global Consumer Staples ETF
KXI
|
+$1.19M |
Sector Composition
| 1 | Technology | 31.13% |
| 2 | Consumer Discretionary | 13.64% |
| 3 | Healthcare | 12.38% |
| 4 | Communication Services | 8.98% |
| 5 | Consumer Staples | 3.67% |
