SC

Slow Capital Portfolio holdings

AUM $851M
1-Year Est. Return 32.13%
This Quarter Est. Return
1 Year Est. Return
+32.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$585M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.79M
3
+$1.53M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.46M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M

Top Sells

1
+$2.63M
2
+$2.46M
3
+$1.62M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.58M
5
NCNO icon
nCino
NCNO
+$1.5M

Sector Composition

1 Technology 24.16%
2 Consumer Discretionary 12.89%
3 Healthcare 10.11%
4 Communication Services 7.53%
5 Financials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$335K 0.06%
1,248
-65
152
$332K 0.06%
1,880
+4
153
$324K 0.06%
2,426
-51
154
$321K 0.05%
17,262
+1,886
155
$318K 0.05%
1,838
-37
156
$314K 0.05%
4,653
-147
157
$294K 0.05%
2,444
+40
158
$288K 0.05%
+3,303
159
$259K 0.04%
1,196
160
$258K 0.04%
10,505
+778
161
$246K 0.04%
2,450
162
$243K 0.04%
2,240
-14,523
163
$237K 0.04%
+1,862
164
$224K 0.04%
+2,000
165
$220K 0.04%
+3,067
166
$218K 0.04%
+500
167
$214K 0.04%
+1,358
168
$214K 0.04%
8,111
+13
169
$204K 0.03%
5,461
-37,892
170
– –
-39,923
171
– –
-11,992
172
– –
-9,928
173
– –
-26,299
174
– –
-1,915
175
– –
-1,107
4 5 6
7
8