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
$208M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.25M
3
+$1.22M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$829K
5
COLD icon
Americold
COLD
+$651K

Top Sells

1
+$1.38M
2
+$1.19M
3
+$914K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$901K
5
PSMT icon
Pricesmart
PSMT
+$819K

Sector Composition

1 Technology 17.6%
2 Consumer Discretionary 12.3%
3 Healthcare 9.19%
4 Financials 8.89%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.82%
64,215
-1,947
52
$1.69M 0.81%
13,319
+1,403
53
$1.68M 0.81%
29,551
+5,891
54
$1.64M 0.79%
21,071
+1,141
55
$1.6M 0.77%
65,205
+12,285
56
$1.57M 0.76%
51,473
+19,376
57
$1.56M 0.75%
21,834
+1,505
58
$1.56M 0.75%
15,463
+2,371
59
$1.52M 0.73%
24,764
+2,620
60
$1.52M 0.73%
455,160
+178,520
61
$1.5M 0.72%
95,149
+19,349
62
$1.45M 0.7%
13,321
+2,765
63
$1.44M 0.69%
15,180
+830
64
$1.42M 0.68%
53,282
+5,800
65
$1.38M 0.66%
23,127
+2,532
66
$1.35M 0.65%
23,829
-513
67
$1.25M 0.6%
+6,161
68
$1.18M 0.57%
4,689
+44
69
$1.13M 0.54%
10,398
+161
70
$1.13M 0.54%
17,495
+1,765
71
$1.11M 0.53%
23,219
-12,598
72
$1.09M 0.53%
12,264
+24
73
$1.09M 0.53%
18,653
74
$1.09M 0.52%
8,309
+3,356
75
$1.09M 0.52%
49,697
+12,794
1 2
3
4 5