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
$251M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.97M
3
+$1.97M
4
MBB icon
iShares MBS ETF
MBB
+$1.9M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.58M

Top Sells

1
+$1.68M
2
+$1.19M
3
+$1.18M
4
META icon
Meta Platforms (Facebook)
META
+$549K
5
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$543K

Sector Composition

1 Technology 19.35%
2 Consumer Discretionary 11.56%
3 Healthcare 10.65%
4 Financials 7.88%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 1.04%
18,695
-17
27
$2.61M 1.04%
15,039
-373
28
$2.61M 1.04%
13,741
+140
29
$2.58M 1.03%
8,555
+516
30
$2.57M 1.02%
63,735
+940
31
$2.56M 1.02%
24,618
-2,460
32
$2.53M 1.01%
47,571
-172
33
$2.38M 0.95%
40,322
-417
34
$2.38M 0.95%
44,377
+1,248
35
$2.36M 0.94%
25,340
-592
36
$2.28M 0.91%
20,525
-643
37
$2.22M 0.88%
19,622
-4,794
38
$2.21M 0.88%
47,218
-2,927
39
$2.2M 0.87%
8,030
+67
40
$2.17M 0.86%
116,625
+18,615
41
$2.15M 0.86%
61,599
-4,399
42
$2.15M 0.85%
39,216
-5,768
43
$2.06M 0.82%
63,486
+8,475
44
$2.05M 0.81%
12,243
-75
45
$2.03M 0.81%
12,797
-112
46
$2M 0.8%
14,784
-76
47
$1.97M 0.78%
+45,683
48
$1.97M 0.78%
+15,591
49
$1.96M 0.78%
14,497
+1,176
50
$1.93M 0.77%
71,718
+5,304
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