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
$265M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.97M
3
+$1.46M
4
CG icon
Carlyle Group
CG
+$1.32M
5
SPOT icon
Spotify
SPOT
+$1.25M

Top Sells

1
+$3.14M
2
+$2.07M
3
+$1.69M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.39M

Sector Composition

1 Technology 21.25%
2 Consumer Discretionary 11.91%
3 Healthcare 11.6%
4 Communication Services 8.47%
5 Financials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.66%
10,510
-576
52
$1.72M 0.65%
19,928
-2,179
53
$1.7M 0.64%
22,089
+7,059
54
$1.68M 0.63%
34,656
-1,586
55
$1.67M 0.63%
17,329
-2,262
56
$1.67M 0.63%
14,385
-328
57
$1.66M 0.62%
16,565
-390
58
$1.62M 0.61%
11,374
-46
59
$1.6M 0.6%
9,180
-57
60
$1.58M 0.6%
4,966
-196
61
$1.57M 0.59%
7,430
+2,788
62
$1.56M 0.59%
18,975
+14,036
63
$1.54M 0.58%
10,901
-718
64
$1.51M 0.57%
20,889
+329
65
$1.49M 0.56%
8,949
-87
66
$1.49M 0.56%
17,608
+719
67
$1.46M 0.55%
45,849
+14,223
68
$1.46M 0.55%
+43,454
69
$1.45M 0.55%
30,361
-1,389
70
$1.42M 0.54%
2,061
-2
71
$1.42M 0.53%
19,910
-7
72
$1.4M 0.53%
7,060
+1,206
73
$1.4M 0.53%
14,770
-2,722
74
$1.37M 0.52%
21,719
-16
75
$1.34M 0.51%
21,969
-4,523
1 2
3
4 5