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
1
$22.2M 4.07%
357,879
+119,453
2
$20.6M 3.77%
145,526
-6,421
3
$19M 3.48%
345,635
+152,421
4
$18M 3.29%
69,456
-810
5
$17.8M 3.26%
108,300
-880
6
$16.6M 3.04%
801,650
-29,950
7
$13.2M 2.41%
257,578
+91,755
8
$12.8M 2.35%
21,011
+295
9
$11.7M 2.14%
87,480
-420
10
$9.26M 1.7%
27,939
-906
11
$8.72M 1.6%
19,410
-145
12
$8.17M 1.5%
168,500
-2,740
13
$7.93M 1.45%
68,253
-1,576
14
$7.45M 1.37%
18,878
-227
15
$7.15M 1.31%
27,469
-631
16
$7.04M 1.29%
33,177
-26
17
$6.97M 1.28%
24,719
-2,157
18
$6.51M 1.19%
7,762
-863
19
$6.14M 1.13%
108,317
-3,121
20
$5.42M 0.99%
40,700
-6,900
21
$5.18M 0.95%
47,598
-396
22
$4.81M 0.88%
7,226
-64
23
$4.76M 0.87%
10,101
-457
24
$4.73M 0.87%
2,817
-192
25
$4.59M 0.84%
8,041
-55
1
2 3 4 5