SC

Slow Capital Portfolio holdings

AUM $837M
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
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
+$8.45M
2
+$7.49M
3
+$4.69M
4
GRBK icon
Green Brick Partners
GRBK
+$1.4M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.19M

Top Sells

1
+$951K
2
+$945K
3
+$773K
4
MSFT icon
Microsoft
MSFT
+$628K
5
NVDA icon
NVIDIA
NVDA
+$622K

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
176
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179
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180
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-7,308
181
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-5,533
182
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-979
183
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184
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-7,189
185
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-641
186
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-1,985
4 5 6 7
8