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
$208M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.25M
3
+$1.22M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$829K
5
COLD icon
Americold
COLD
+$651K

Top Sells

1
+$1.38M
2
+$1.19M
3
+$914K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$901K
5
PSMT icon
Pricesmart
PSMT
+$819K

Sector Composition

1 Technology 17.6%
2 Consumer Discretionary 12.3%
3 Healthcare 9.19%
4 Financials 8.89%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.14%
25,725
+1,889
27
$2.37M 1.14%
50,145
+7,581
28
$2.35M 1.13%
8,039
+299
29
$2.32M 1.12%
21,168
-539
30
$2.32M 1.12%
91,180
+14,830
31
$2.29M 1.1%
40,739
+4,693
32
$2.28M 1.1%
27,078
+801
33
$2.27M 1.09%
17,422
-537
34
$2.17M 1.05%
98,010
+13,080
35
$2.16M 1.04%
25,932
+758
36
$2.15M 1.04%
44,984
+552
37
$2.14M 1.03%
47,743
-1,515
38
$2.02M 0.97%
43,129
+2,732
39
$1.97M 0.95%
65,998
+17,042
40
$1.91M 0.92%
55,841
+12,191
41
$1.89M 0.91%
14,860
+1,666
42
$1.78M 0.86%
7,963
-41
43
$1.77M 0.85%
31,304
-2,680
44
$1.77M 0.85%
12,909
+6
45
$1.76M 0.85%
66,414
-858
46
$1.75M 0.84%
17,932
+256
47
$1.71M 0.82%
55,011
+15,012
48
$1.7M 0.82%
12,318
-516
49
$1.7M 0.82%
36,928
-1,839
50
$1.7M 0.82%
20,920
+1,168
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