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
$449M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.9M
3
+$2.53M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.95M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.57M

Top Sells

1
+$41.8M
2
+$5.93M
3
+$3.62M
4
ABMD
Abiomed Inc
ABMD
+$1.81M
5
CRM icon
Salesforce
CRM
+$1.52M

Sector Composition

1 Technology 23.41%
2 Healthcare 14.31%
3 Consumer Discretionary 9.67%
4 Communication Services 5.37%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$475K 0.11%
7,442
-40
127
$395K 0.09%
12,954
-650
128
$363K 0.08%
4,887
-648
129
$318K 0.07%
10,657
130
$290K 0.06%
9,370
131
$289K 0.06%
1,030
132
$288K 0.06%
23,261
+6,409
133
$261K 0.06%
3,544
134
$257K 0.06%
2,859
135
$230K 0.05%
2,040
136
$203K 0.05%
+2,405
137
– –
-7,389
138
– –
-10,573
139
– –
-111,113
140
– –
-8,280
141
– –
-15,066
142
– –
-6,947
143
– –
-106,239
144
– –
-35,162
145
– –
-72,997
146
– –
-116,908
2 3 4 5
6