SC

Slow Capital Portfolio holdings

AUM $851M
1-Year Est. Return 32.13%
This Quarter Est. Return
1 Year Est. Return
+32.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.41M
3
+$4.69M
4
GRBK icon
Green Brick Partners
GRBK
+$1.22M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.18M

Top Sells

1
+$920K
2
+$909K
3
+$724K
4
NVDA icon
NVIDIA
NVDA
+$620K
5
MSFT icon
Microsoft
MSFT
+$608K

Sector Composition

1 Technology 22.94%
2 Consumer Discretionary 12.39%
3 Healthcare 10.11%
4 Communication Services 7.8%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.16M 0.21%
26,299
-2,795
127
$1.12M 0.2%
16,871
-919
128
$1.11M 0.2%
64,260
-240
129
$1.1M 0.2%
5,012
-71
130
$1.1M 0.2%
19,035
-215
131
$1.09M 0.2%
9,928
132
$1.08M 0.2%
43,040
-6,904
133
$1.04M 0.19%
2,163
-137
134
$921K 0.17%
11,235
-2,641
135
$900K 0.17%
30,782
-416
136
$889K 0.16%
20,455
-4,032
137
$659K 0.12%
+28,860
138
$657K 0.12%
+10,698
139
$650K 0.12%
2,747
-84
140
$642K 0.12%
9,546
-102
141
$640K 0.12%
22,036
142
$620K 0.11%
3,088
-265
143
$610K 0.11%
7,166
-13
144
$581K 0.11%
+3,778
145
$573K 0.11%
9,742
+20
146
$549K 0.1%
+3,708
147
$543K 0.1%
+4,421
148
$542K 0.1%
9,210
+61
149
$515K 0.09%
5,287
-276
150
$472K 0.09%
+4,464
4 5
6
7 8