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
$618M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.18M
3
+$3.69M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.69M
5
TSLA icon
Tesla
TSLA
+$1.21M

Top Sells

1
+$11.3M
2
+$6.39M
3
+$5.54M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5.44M
5
NVDA icon
NVIDIA
NVDA
+$4.53M

Sector Composition

1 Technology 30.63%
2 Healthcare 13.97%
3 Consumer Discretionary 12.85%
4 Communication Services 7.47%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.15M 0.83%
16,422
-2,219
27
$5.13M 0.83%
27,955
+3,434
28
$4.93M 0.8%
81,726
+677
29
$4.81M 0.78%
70,980
-4,524
30
$4.78M 0.77%
57,750
-46,224
31
$4.76M 0.77%
32,762
-1,723
32
$4.69M 0.76%
22,298
+1,425
33
$4.65M 0.75%
5,909
+603
34
$4.55M 0.74%
28,024
-1,542
35
$4.53M 0.73%
41,164
-2,535
36
$4.42M 0.71%
57,580
+2,462
37
$4.41M 0.71%
17,840
+3,211
38
$4.28M 0.69%
79,216
+11,647
39
$4.24M 0.69%
31,387
+6,392
40
$4.23M 0.69%
4,139
-421
41
$4.22M 0.68%
13,498
-988
42
$4.1M 0.66%
51,080
+5,467
43
$4.01M 0.65%
7,246
-94
44
$3.97M 0.64%
15,902
+573
45
$3.97M 0.64%
11,908
-241
46
$3.94M 0.64%
116,935
+14,730
47
$3.94M 0.64%
17,259
-212
48
$3.93M 0.64%
13,167
-741
49
$3.77M 0.61%
31,737
-6,346
50
$3.76M 0.61%
6,379
-7
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