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
$463M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$6.07M
3
+$5.93M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.7M
5
SNOW icon
Snowflake
SNOW
+$2.52M

Top Sells

1
+$2.72M
2
+$2.44M
3
+$2.23M
4
KXI icon
iShares Global Consumer Staples ETF
KXI
+$650K
5
TJX icon
TJX Companies
TJX
+$466K

Sector Composition

1 Technology 21.24%
2 Healthcare 12.81%
3 Consumer Discretionary 10.4%
4 Communication Services 5.3%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.52%
35,123
-5,464
52
$2.37M 0.51%
67,280
+3,035
53
$2.35M 0.51%
10,242
-33
54
$2.31M 0.5%
+32,738
55
$2.27M 0.49%
16,295
+29
56
$2.22M 0.48%
68,336
+13,710
57
$2.21M 0.48%
12,179
+111
58
$2.21M 0.48%
28,120
-502
59
$2.18M 0.47%
40,658
-12,129
60
$2.17M 0.47%
8,444
+13
61
$2.15M 0.47%
1,987
+10
62
$2.12M 0.46%
13,834
+715
63
$2.11M 0.46%
40,291
-5,171
64
$2.09M 0.45%
12,785
+621
65
$2.06M 0.45%
11,010
+8
66
$2.06M 0.45%
33,151
-7,505
67
$2.04M 0.44%
6,110
+71
68
$2.03M 0.44%
21,135
+1,934
69
$2.01M 0.43%
10,697
-236
70
$1.99M 0.43%
9,697
+129
71
$1.95M 0.42%
34,229
-5,296
72
$1.93M 0.42%
96,603
-867
73
$1.92M 0.42%
52,960
+5,360
74
$1.86M 0.4%
12,031
+23
75
$1.84M 0.4%
8,874
+1,410
1 2
3
4 5