SC
Slow Capital Portfolio holdings
AUM
$817M
1-Year Return
31.39%
This Quarter Return
+16.16%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$535M
AUM Growth
+$85.2M
(+19%)
Cap. Flow
+$29.3M
Cap. Flow
% of AUM
5.48%
Top 10 Holdings %
Top 10 Hldgs %
33.93%
Holding
175
New
39
Increased
85
Reduced
48
Closed
3
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$16.1M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$10.9M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.91M |
| 4 |
iShares California Muni Bond ETF
CMF
|
$2.45M |
| 5 |
Tesla
TSLA
|
$1.52M |
Top Sells
Sector Composition
| 1 | Technology | 26.41% |
| 2 | Healthcare | 14.26% |
| 3 | Consumer Discretionary | 11.17% |
| 4 | Communication Services | 5.85% |
| 5 | Industrials | 4.16% |
