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
$341M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$1.88M
3
+$1.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.01M
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$916K

Top Sells

1
+$2.02M
2
+$826K
3
+$560K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$542K
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$405K

Sector Composition

1 Technology 23.31%
2 Consumer Discretionary 13.36%
3 Healthcare 10.14%
4 Communication Services 8.12%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 0.89%
75,603
+318
27
$2.88M 0.85%
12,230
+57
28
$2.8M 0.82%
38,015
+233
29
$2.76M 0.81%
28,132
+550
30
$2.73M 0.8%
58,443
+544
31
$2.72M 0.8%
12,398
-34
32
$2.72M 0.8%
15,234
+565
33
$2.67M 0.78%
19,750
-178
34
$2.67M 0.78%
10,331
+53
35
$2.57M 0.75%
46,549
+393
36
$2.52M 0.74%
19,339
+748
37
$2.52M 0.74%
9,183
+3
38
$2.5M 0.73%
29,323
+6,985
39
$2.48M 0.73%
6,845
+43
40
$2.43M 0.71%
9,390
+33
41
$2.42M 0.71%
47,869
+519
42
$2.41M 0.71%
22,471
-2,123
43
$2.35M 0.69%
12,446
+83
44
$2.3M 0.68%
16,373
+147
45
$2.23M 0.66%
8,135
+705
46
$2.23M 0.65%
37,220
+1,731
47
$2.2M 0.65%
7,586
+135
48
$2.19M 0.64%
38,619
-577
49
$2.16M 0.64%
2,194
-96
50
$2.16M 0.63%
4,960
-6
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