SC
Slow Capital Portfolio holdings
AUM
$817M
1-Year Return
31.39%
This Quarter Return
+4.4%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$197M
AUM Growth
-$25.4M
(-11%)
Cap. Flow
-$32.3M
Cap. Flow
% of AUM
-16.37%
Top 10 Holdings %
Top 10 Hldgs %
21.07%
Holding
208
New
2
Increased
35
Reduced
96
Closed
71
Top Buys
| 1 |
NetApp
NTAP
|
$1.54M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$856K |
| 3 |
Amgen
AMGN
|
$705K |
| 4 |
iShares California Muni Bond ETF
CMF
|
$553K |
| 5 |
MongoDB
MDB
|
$469K |
Top Sells
| 1 |
MULE
MuleSoft, Inc.
MULE
|
$9.7M |
| 2 |
Analog Devices
ADI
|
$4M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.66M |
| 4 |
Broadcom
AVGO
|
$2.14M |
| 5 |
Apple
AAPL
|
$1.21M |
Sector Composition
| 1 | Technology | 15.69% |
| 2 | Consumer Discretionary | 12.43% |
| 3 | Healthcare | 8.75% |
| 4 | Financials | 8.74% |
| 5 | Communication Services | 7.83% |
