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
$624M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.14M
3
+$3.17M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.98M
5
TSLA icon
Tesla
TSLA
+$2.55M

Top Sells

1
+$26.1M
2
+$1.79M
3
+$1.73M
4
D icon
Dominion Energy
D
+$1.24M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$1.17M

Sector Composition

1 Technology 29.27%
2 Healthcare 14.3%
3 Consumer Discretionary 12.52%
4 Communication Services 6.81%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.34M 0.86%
29,566
-197
27
$5.29M 0.85%
44,843
+275
28
$5.2M 0.83%
30,789
+596
29
$5.19M 0.83%
48,288
+4,799
30
$5.06M 0.81%
34,485
+369
31
$4.92M 0.79%
18,641
+154
32
$4.83M 0.77%
13,908
+151
33
$4.82M 0.77%
69,802
+4,463
34
$4.61M 0.74%
67,569
+933
35
$4.56M 0.73%
32,620
+25
36
$4.55M 0.73%
75,504
-4,233
37
$4.51M 0.72%
49,451
+210
38
$4.45M 0.71%
12,149
-30
39
$4.43M 0.71%
43,699
+32
40
$4.43M 0.71%
4,560
+153
41
$4.34M 0.7%
25,849
+112
42
$4.27M 0.68%
7,340
-375
43
$4.23M 0.68%
55,118
+1,849
44
$4.22M 0.68%
50,162
+114
45
$4.21M 0.67%
45,613
+16,087
46
$4.17M 0.67%
18,121
+6
47
$4.12M 0.66%
14,486
-87
48
$4.06M 0.65%
38,083
+13,718
49
$4.05M 0.65%
5,306
+599
50
$4.04M 0.65%
24,995
+4,113
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