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
$463M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$6.07M
3
+$5.93M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.7M
5
SNOW icon
Snowflake
SNOW
+$2.52M

Top Sells

1
+$2.72M
2
+$2.44M
3
+$2.23M
4
KXI icon
iShares Global Consumer Staples ETF
KXI
+$650K
5
TJX icon
TJX Companies
TJX
+$466K

Sector Composition

1 Technology 21.24%
2 Healthcare 12.81%
3 Consumer Discretionary 10.4%
4 Communication Services 5.3%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 0.87%
17,420
+3,459
27
$3.66M 0.79%
35,453
+4,815
28
$3.62M 0.78%
106,239
-5,518
29
$3.5M 0.76%
30,674
+2,819
30
$3.23M 0.7%
33,544
-616
31
$3.19M 0.69%
37,861
-294
32
$3.14M 0.68%
37,316
-4,106
33
$3.08M 0.67%
6,077
+325
34
$3.07M 0.66%
29,267
+3,628
35
$3.02M 0.65%
10,444
+283
36
$2.96M 0.64%
39,229
+3,151
37
$2.89M 0.62%
44,182
-1,036
38
$2.86M 0.62%
21,192
-258
39
$2.84M 0.61%
5,159
-560
40
$2.81M 0.61%
14,156
-44
41
$2.8M 0.6%
13,022
-1,529
42
$2.74M 0.59%
43,485
-6,457
43
$2.68M 0.58%
21,927
-2,918
44
$2.67M 0.58%
11,837
-192
45
$2.65M 0.57%
9,915
+16
46
$2.62M 0.57%
14,021
+50
47
$2.58M 0.56%
28,651
-3,423
48
$2.52M 0.54%
+14,815
49
$2.52M 0.54%
26,225
+3,103
50
$2.5M 0.54%
57,933
-816
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