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
$225M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.61M
3
+$1.36M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.1M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$973K

Top Sells

1
+$1.27M
2
+$1.16M
3
+$272K
4
GE icon
GE Aerospace
GE
+$271K
5
WFC icon
Wells Fargo
WFC
+$212K

Sector Composition

1 Technology 18.07%
2 Consumer Discretionary 12.05%
3 Healthcare 9.26%
4 Financials 8.42%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.79%
66,162
+36,078
52
$1.78M 0.79%
35,817
-25,546
53
$1.77M 0.79%
20,595
+929
54
$1.74M 0.78%
67,272
-4,634
55
$1.71M 0.76%
75,800
-333
56
$1.71M 0.76%
19,752
-83
57
$1.7M 0.76%
23,660
+1,074
58
$1.68M 0.75%
11,916
+577
59
$1.66M 0.74%
14,997
-947
60
$1.62M 0.72%
43,650
-945
61
$1.6M 0.71%
24,342
-2,151
62
$1.54M 0.69%
14,350
+692
63
$1.53M 0.68%
10,556
+529
64
$1.5M 0.67%
84,930
-4,320
65
$1.43M 0.64%
20,329
+871
66
$1.42M 0.63%
5,909
+105
67
$1.42M 0.63%
13,092
-149
68
$1.38M 0.62%
20,677
+582
69
$1.36M 0.61%
+4,645
70
$1.28M 0.57%
47,482
-4,198
71
$1.26M 0.56%
18,653
-547
72
$1.25M 0.56%
10,237
+277
73
$1.25M 0.56%
39,999
+1,965
74
$1.21M 0.54%
14,237
+399
75
$1.21M 0.54%
32,097
+2,257
1 2
3
4 5