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
$585M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.53M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M

Top Sells

1
+$2.63M
2
+$2.46M
3
+$1.62M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.58M
5
NCNO icon
nCino
NCNO
+$1.5M

Sector Composition

1 Technology 24.16%
2 Consumer Discretionary 12.89%
3 Healthcare 10.11%
4 Communication Services 7.53%
5 Financials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.09M 0.19%
+15,096
127
$1.06M 0.18%
20,244
-211
128
$1.05M 0.18%
7,076
+3,298
129
$1.02M 0.17%
8,773
-3,907
130
$954K 0.16%
11,669
+971
131
$946K 0.16%
32,947
+2,165
132
$816K 0.14%
24,889
+2,853
133
$754K 0.13%
+1,501
134
$751K 0.13%
3,398
+310
135
$701K 0.12%
2,751
+4
136
$698K 0.12%
9,546
137
$652K 0.11%
7,212
+46
138
$635K 0.11%
9,819
+77
139
$596K 0.1%
9,052
-158
140
$515K 0.09%
5,159
-128
141
$498K 0.09%
8,009
+1,454
142
$473K 0.08%
4,464
143
$441K 0.08%
3,818
-603
144
$440K 0.08%
14,382
+5,321
145
$385K 0.07%
3,731
-209
146
$377K 0.06%
4,382
-176
147
$372K 0.06%
4,272
-18,631
148
$353K 0.06%
2,033
-52
149
$349K 0.06%
2,575
+2
150
$343K 0.06%
4,728
-146
4 5
6
7 8