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
$265M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.97M
3
+$1.46M
4
CG icon
Carlyle Group
CG
+$1.32M
5
SPOT icon
Spotify
SPOT
+$1.25M

Top Sells

1
+$3.14M
2
+$2.07M
3
+$1.69M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.39M

Sector Composition

1 Technology 21.25%
2 Consumer Discretionary 11.91%
3 Healthcare 11.6%
4 Communication Services 8.47%
5 Financials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.94%
37,782
+5,580
27
$2.48M 0.94%
46,156
+5,514
28
$2.47M 0.93%
12,173
-1,151
29
$2.42M 0.91%
15,816
-2,694
30
$2.32M 0.88%
52,418
+5,627
31
$2.28M 0.86%
27,582
-5,888
32
$2.28M 0.86%
57,899
-2,601
33
$2.26M 0.85%
47,350
-1,745
34
$2.25M 0.85%
24,594
+119
35
$2.15M 0.81%
12,432
-1,991
36
$2.13M 0.8%
16,226
-2,005
37
$2.13M 0.8%
13,610
+282
38
$2.12M 0.8%
18,591
+6,209
39
$2.04M 0.77%
9,357
+109
40
$2.02M 0.76%
45,683
41
$1.97M 0.74%
12,363
-2,790
42
$1.96M 0.74%
32,628
-3,140
43
$1.94M 0.73%
67,472
-4,780
44
$1.93M 0.73%
6,802
-748
45
$1.92M 0.73%
35,489
+4,307
46
$1.84M 0.7%
18,536
-442
47
$1.83M 0.69%
58,961
-1,633
48
$1.79M 0.67%
39,196
+1,361
49
$1.77M 0.67%
5,604
+157
50
$1.77M 0.67%
7,451
+695
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