SC
Slow Capital Portfolio holdings
AUM
$817M
1-Year Return
31.39%
This Quarter Return
+13.89%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$251M
AUM Growth
+$43.7M
(+21%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
6.69%
Top 10 Holdings %
Top 10 Hldgs %
21.51%
Holding
163
New
22
Increased
65
Reduced
71
Closed
3
Top Buys
| 1 |
Kezar Life Sciences
KZR
|
$3.48M |
| 2 |
Qiagen
QGEN
|
$1.97M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.97M |
| 4 |
iShares MBS ETF
MBB
|
$1.9M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.58M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$1.68M |
| 2 |
Amazon
AMZN
|
$1.19M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$1.18M |
| 4 |
Meta Platforms (Facebook)
META
|
$549K |
| 5 |
iShares Global Consumer Discretionary ETF
RXI
|
$543K |
Sector Composition
| 1 | Technology | 19.35% |
| 2 | Consumer Discretionary | 11.56% |
| 3 | Healthcare | 10.65% |
| 4 | Financials | 7.88% |
| 5 | Communication Services | 6.74% |
