SC

Slow Capital Portfolio holdings

AUM $817M
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$1.88M
3
+$1.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.01M
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$916K

Top Sells

1
+$2.02M
2
+$826K
3
+$560K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$542K
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$405K

Sector Composition

1 Technology 23.31%
2 Consumer Discretionary 13.36%
3 Healthcare 10.14%
4 Communication Services 8.12%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.63%
18,883
+347
52
$2.15M 0.63%
17,412
-196
53
$2.14M 0.63%
16,824
+259
54
$2.12M 0.62%
42,529
-925
55
$2.05M 0.6%
68,354
+882
56
$2.04M 0.6%
9,291
-647
57
$2.03M 0.6%
10,467
-43
58
$2.02M 0.59%
8,914
-35
59
$2M 0.59%
11,438
+64
60
$1.99M 0.58%
44,506
-7,912
61
$1.98M 0.58%
17,779
+450
62
$1.98M 0.58%
35,769
+1,113
63
$1.9M 0.56%
22,833
+3,858
64
$1.88M 0.55%
8,284
-453
65
$1.87M 0.55%
24,035
+434
66
$1.85M 0.54%
14,666
+281
67
$1.85M 0.54%
59,799
+838
68
$1.84M 0.54%
10,896
-5
69
$1.78M 0.52%
14,970
+200
70
$1.75M 0.51%
29,200
-3,428
71
$1.75M 0.51%
21,424
-665
72
$1.74M 0.51%
8,096
+16
73
$1.71M 0.5%
21,102
+213
74
$1.71M 0.5%
13,957
-61
75
$1.68M 0.49%
60,269
-674
1 2
3
4 5