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
$251M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.97M
3
+$1.97M
4
MBB icon
iShares MBS ETF
MBB
+$1.9M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.58M

Top Sells

1
+$1.68M
2
+$1.19M
3
+$1.18M
4
META icon
Meta Platforms (Facebook)
META
+$549K
5
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$543K

Sector Composition

1 Technology 19.35%
2 Consumer Discretionary 11.56%
3 Healthcare 10.65%
4 Financials 7.88%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.76%
+17,867
52
$1.86M 0.74%
66,535
+2,320
53
$1.85M 0.74%
12,898
-421
54
$1.85M 0.74%
18,278
+346
55
$1.83M 0.73%
22,991
-1,773
56
$1.81M 0.72%
29,624
-1,680
57
$1.79M 0.71%
16,867
+1,687
58
$1.77M 0.7%
19,907
-1,164
59
$1.76M 0.7%
20,410
-510
60
$1.76M 0.7%
11,969
+2,174
61
$1.76M 0.7%
62,223
-2,982
62
$1.71M 0.68%
93,474
-1,675
63
$1.7M 0.67%
50,166
-1,307
64
$1.69M 0.67%
32,753
-4,175
65
$1.68M 0.67%
24,159
+1,032
66
$1.67M 0.66%
15,454
-9
67
$1.66M 0.66%
21,590
-244
68
$1.6M 0.64%
58,226
+4,944
69
$1.56M 0.62%
5,486
+797
70
$1.47M 0.58%
2,887
+267
71
$1.39M 0.55%
22,572
-1,257
72
$1.37M 0.55%
52,912
+16,198
73
$1.35M 0.54%
16,654
+2,141
74
$1.34M 0.53%
+5,029
75
$1.33M 0.53%
6,115
-46
1 2
3
4 5