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
$546M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$7.41M
3
+$4.69M
4
GRBK icon
Green Brick Partners
GRBK
+$1.22M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.18M

Top Sells

1
+$920K
2
+$909K
3
+$724K
4
NVDA icon
NVIDIA
NVDA
+$620K
5
MSFT icon
Microsoft
MSFT
+$608K

Sector Composition

1 Technology 22.94%
2 Consumer Discretionary 12.39%
3 Healthcare 10.11%
4 Communication Services 7.8%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$392K 0.07%
4,558
-159
152
$382K 0.07%
5,735
-4,978
153
$379K 0.07%
+6,555
154
$364K 0.07%
1,107
-2
155
$340K 0.06%
4,874
+298
156
$334K 0.06%
3,940
+71
157
$329K 0.06%
2,477
+137
158
$317K 0.06%
1,313
+78
159
$314K 0.06%
2,085
+76
160
$314K 0.06%
15,376
-550
161
$305K 0.06%
+9,061
162
$288K 0.05%
4,800
+65
163
$280K 0.05%
1,875
-107
164
$278K 0.05%
2,573
-49
165
$278K 0.05%
1,413
-50
166
$271K 0.05%
1,876
+111
167
$268K 0.05%
2,404
+213
168
$266K 0.05%
1,196
169
$249K 0.05%
2,450
170
$244K 0.04%
9,727
+866
171
$227K 0.04%
1,915
+3
172
$216K 0.04%
8,098
-1,553
173
$200K 0.04%
1,500
174
– –
-4,652
175
– –
-1,083
4 5 6
7
8