SC
Slow Capital Portfolio holdings
AUM
$817M
1-Year Return
31.39%
This Quarter Return
+11.21%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$323M
AUM Growth
+$40.6M
(+14%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
4.76%
Top 10 Holdings %
Top 10 Hldgs %
23.08%
Holding
199
New
33
Increased
89
Reduced
63
Closed
5
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$2.35M |
| 2 |
Microsoft
MSFT
|
$1.58M |
| 3 |
VMW
VMware, Inc
VMW
|
$1.52M |
| 4 |
BioMarin Pharmaceuticals
BMRN
|
$1.43M |
| 5 |
Akamai
AKAM
|
$1.27M |
Top Sells
| 1 |
Carlyle Group
CG
|
$2.28M |
| 2 |
Apollo Global Management
APO
|
$2.25M |
| 3 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$1.79M |
| 4 |
Under Armour
UAA
|
$1.6M |
| 5 |
Acuity Brands
AYI
|
$1.39M |
Sector Composition
| 1 | Technology | 21.6% |
| 2 | Consumer Discretionary | 11.72% |
| 3 | Healthcare | 11.49% |
| 4 | Communication Services | 7.45% |
| 5 | Financials | 6.98% |
