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
$449M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.9M
3
+$2.53M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.95M
5
ISRG icon
Intuitive Surgical
ISRG
+$1.57M

Top Sells

1
+$41.8M
2
+$5.93M
3
+$3.62M
4
ABMD
Abiomed Inc
ABMD
+$1.81M
5
CRM icon
Salesforce
CRM
+$1.52M

Sector Composition

1 Technology 23.41%
2 Healthcare 14.31%
3 Consumer Discretionary 9.67%
4 Communication Services 5.37%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 6.1%
488,501
+60,722
2
$21.3M 4.74%
428,843
+16,292
3
$16.3M 3.62%
322,219
+38,666
4
$15.7M 3.5%
120,902
-2,850
5
$12.3M 2.74%
220,210
-2,270
6
$12.2M 2.71%
832,410
+67,430
7
$11.7M 2.61%
111,332
-8,997
8
$10.5M 2.34%
125,365
+15,503
9
$10.4M 2.32%
39,339
+5,919
10
$8.71M 1.94%
29,527
-4,888
11
$8.45M 1.88%
95,733
+10,981
12
$8.37M 1.86%
11,606
+307
13
$7.39M 1.65%
60,030
-6,110
14
$6.84M 1.52%
65,631
-3,987
15
$6.69M 1.49%
14,664
-123
16
$6.55M 1.46%
30,584
+710
17
$5.92M 1.32%
132,076
+34,007
18
$5.71M 1.27%
6,747
+869
19
$5.65M 1.26%
28,719
-3,105
20
$5.16M 1.15%
18,224
+804
21
$4.65M 1.03%
31,023
-689
22
$4.43M 0.99%
58,887
+1,929
23
$4.38M 0.98%
37,755
-106
24
$4.28M 0.95%
17,831
-91
25
$4.21M 0.94%
39,584
+10,317
1
2 3 4 5