SC

Slow Capital Portfolio holdings

AUM $851M
1-Year Est. Return 32.13%
This Quarter Est. Return
1 Year Est. Return
+32.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.61M
3
+$1.36M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.1M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$973K

Top Sells

1
+$1.27M
2
+$1.16M
3
+$272K
4
GE icon
GE Aerospace
GE
+$271K
5
WFC icon
Wells Fargo
WFC
+$212K

Sector Composition

1 Technology 18.07%
2 Consumer Discretionary 12.05%
3 Healthcare 9.26%
4 Financials 8.42%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 1.15%
44,432
-1,424
27
$2.54M 1.13%
21,707
+718
28
$2.5M 1.11%
25,174
+272
29
$2.34M 1.04%
16,920
+365
30
$2.31M 1.03%
26,277
+875
31
$2.28M 1.02%
12,954
+666
32
$2.25M 1%
17,385
+307
33
$2.14M 0.95%
33,984
+1,269
34
$2.09M 0.93%
12,834
+453
35
$2.09M 0.93%
19,929
+5,827
36
$2.05M 0.91%
12,903
+454
37
$2.01M 0.9%
13,194
+749
38
$2M 0.89%
17,676
+265
39
$1.97M 0.88%
16,528
-765
40
$1.97M 0.88%
42,564
+1,930
41
$1.95M 0.87%
8,004
+297
42
$1.95M 0.87%
38,767
+1,142
43
$1.94M 0.87%
276,640
+6,800
44
$1.93M 0.86%
36,046
+1,541
45
$1.91M 0.85%
40,397
+1,888
46
$1.88M 0.84%
+76,350
47
$1.87M 0.83%
19,930
+1,385
48
$1.86M 0.83%
48,956
-487
49
$1.86M 0.83%
22,144
+628
50
$1.83M 0.81%
52,920
-515
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