SC
Slow Capital Portfolio holdings
AUM
$817M
1-Year Return
31.39%
This Quarter Return
+10.72%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$576M
AUM Growth
+$41.7M
(+7.8%)
Cap. Flow
-$1.13M
Cap. Flow
% of AUM
-0.2%
Top 10 Holdings %
Top 10 Hldgs %
38.68%
Holding
173
New
1
Increased
30
Reduced
95
Closed
46
Top Buys
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
$7.78M |
| 2 |
iShares California Muni Bond ETF
CMF
|
$6.35M |
| 3 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$5.63M |
| 4 |
Mercado Libre
MELI
|
$3M |
| 5 |
Schrodinger
SDGR
|
$2.99M |
Top Sells
| 1 |
PayPal
PYPL
|
$2.01M |
| 2 |
Bloom Energy
BE
|
$1.87M |
| 3 |
Enphase Energy
ENPH
|
$1.86M |
| 4 |
Blackrock
BLK
|
$1.81M |
| 5 |
iShares National Muni Bond ETF
MUB
|
$1.62M |
Sector Composition
| 1 | Technology | 28.03% |
| 2 | Healthcare | 13.38% |
| 3 | Consumer Discretionary | 11.7% |
| 4 | Communication Services | 6.2% |
| 5 | Industrials | 3.56% |
