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
$535M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$10.9M
3 +$7.91M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$2.45M
5
TSLA icon
Tesla
TSLA
+$1.52M

Sector Composition

1 Technology 26.41%
2 Healthcare 14.26%
3 Consumer Discretionary 11.17%
4 Communication Services 5.85%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$30.5M 5.71%
531,250
+42,749
2
$28.1M 5.25%
260,741
+149,409
3
$23M 4.31%
828,780
-3,630
4
$18.9M 3.54%
114,741
-6,161
5
$17.7M 3.32%
169,527
+103,896
6
$14M 2.62%
218,060
-2,150
7
$14M 2.61%
67,375
+7,345
8
$13.7M 2.57%
133,025
+7,660
9
$10.7M 2.01%
103,445
+7,712
10
$10.7M 1.99%
30,857
+1,330
11
$10.1M 1.89%
39,583
+244
12
$9.66M 1.81%
11,756
+150
13
$9.07M 1.7%
6,883
+136
14
$8.27M 1.55%
16,646
+1,982
15
$7.95M 1.49%
35,128
+6,409
16
$7.91M 1.48%
+79,399
17
$7.13M 1.33%
131,175
-901
18
$6.66M 1.25%
30,616
-407
19
$6.41M 1.2%
22,238
+4,407
20
$6.39M 1.2%
33,431
+2,847
21
$5.66M 1.06%
85,211
-518
22
$5.6M 1.05%
110,508
-318,335
23
$5.52M 1.03%
18,160
-64
24
$5.23M 0.98%
68,414
+9,527
25
$5.18M 0.97%
46,949
+7,365