SC
Slow Capital Portfolio holdings
AUM
$817M
1-Year Return
31.39%
This Quarter Return
+6.74%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$653M
AUM Growth
+$35M
(+5.7%)
Cap. Flow
+$3.51M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
36.92%
Holding
130
New
10
Increased
68
Reduced
40
Closed
8
Top Buys
| 1 |
Atlassian
TEAM
|
$5.23M |
| 2 |
Cloudflare
NET
|
$4.25M |
| 3 |
Danaher
DHR
|
$4.05M |
| 4 |
CrowdStrike
CRWD
|
$3.66M |
| 5 |
Synopsys
SNPS
|
$1.75M |
Top Sells
| 1 |
STAAR Surgical
STAA
|
$3.22M |
| 2 |
NVIDIA
NVDA
|
$2.54M |
| 3 |
Align Technology
ALGN
|
$2.42M |
| 4 |
Cisco
CSCO
|
$2.04M |
| 5 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$1.96M |
Sector Composition
| 1 | Technology | 30.7% |
| 2 | Healthcare | 14.02% |
| 3 | Consumer Discretionary | 13.36% |
| 4 | Communication Services | 7.16% |
| 5 | Consumer Staples | 3.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Nike
NKE
$111B
| – | – |
-23,043
| Closed | -$1.74M |
|
127
Schrodinger
SDGR
$1.4B
| – | – |
-95,241
| Closed | -$1.84M |
|
128
SolarEdge
SEDG
$2.03B
| – | – |
-45,861
| Closed | -$1.16M |
|
|
129
STAAR Surgical
STAA
$1.38B
| – | – |
-67,649
| Closed | -$3.22M |
|
130
United Parcel Service
UPS
$71.6B
| – | – |
-12,075
| Closed | -$1.65M |
|