SC
Slow Capital Portfolio holdings
AUM
$817M
This Quarter Return
+0.86%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$546M
AUM Growth
+$546M
(+3.2%)
Cap. Flow
+$35.1M
Cap. Flow
% of AUM
6.44%
Top 10 Holdings %
Top 10 Hldgs %
29.53%
Holding
186
New
10
Increased
55
Reduced
103
Closed
13
Top Buys
| 1 |
NVIDIA
NVDA
|
$12.3M |
| 2 |
JPMorgan Municipal ETF
JMUB
|
$8.38M |
| 3 |
iShares California Muni Bond ETF
CMF
|
$7.41M |
| 4 |
iShares Global Tech ETF
IXN
|
$5.08M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$4.69M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$920K |
| 2 |
Apple
AAPL
|
$909K |
| 3 |
Blackrock
BLK
|
$724K |
| 4 |
Microsoft
MSFT
|
$608K |
| 5 |
Blackstone
BX
|
$553K |
Sector Composition
| 1 | Technology | 22.94% |
| 2 | Consumer Discretionary | 12.39% |
| 3 | Healthcare | 10.11% |
| 4 | Communication Services | 7.8% |
| 5 | Financials | 6.87% |
