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
$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
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
1
$25.9M 4.43%
145,957
+431
2
$24.1M 4.12%
386,593
+28,714
3
$22.8M 3.9%
776,340
-25,310
4
$21.8M 3.73%
62,001
-7,455
5
$20.4M 3.49%
372,195
+26,560
6
$18.7M 3.19%
112,060
+3,760
7
$14.4M 2.46%
282,289
+24,711
8
$12.9M 2.21%
21,434
+423
9
$12.8M 2.19%
88,440
+960
10
$11.4M 1.94%
170,840
+2,340
11
$10.3M 1.77%
18,215
-1,195
12
$10.2M 1.75%
28,497
+558
13
$8.52M 1.46%
23,024
+4,146
14
$8.43M 1.44%
25,061
+342
15
$7.9M 1.35%
67,977
-276
16
$7.13M 1.22%
34,179
+1,002
17
$6.92M 1.18%
107,459
-858
18
$6.64M 1.13%
7,253
-509
19
$5.48M 0.94%
29,037
+1,568
20
$5.44M 0.93%
8,149
+108
21
$5.35M 0.91%
37,000
-3,700
22
$5.1M 0.87%
14,472
-667
23
$4.95M 0.85%
9,342
-759
24
$4.92M 0.84%
42,102
+1,382
25
$4.81M 0.82%
16,094
+167
1
2 3 4 5