SC

Slow Capital Portfolio holdings

AUM $837M
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$575M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.62M
3
+$753K
4
AVGO icon
Broadcom
AVGO
+$522K
5
BNTX icon
BioNTech
BNTX
+$404K

Top Sells

1
+$21.2M
2
+$2.25M
3
+$1.92M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.78M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.6M

Sector Composition

1 Technology 30.13%
2 Healthcare 13.37%
3 Consumer Discretionary 13.16%
4 Communication Services 6.66%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-20,999
127
– –
-36,875
2 3 4 5
6