SC

Slow Capital Portfolio holdings

AUM $817M
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
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 +$3.45M
2 +$3.26M
3 +$844K
4
AVGO icon
Broadcom
AVGO
+$615K
5
BNTX icon
BioNTech
BNTX
+$423K

Top Sells

1 +$21.4M
2 +$2.25M
3 +$1.95M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.78M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.67M

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
-38,429
127
-20,999