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
$624M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.14M
3
+$3.17M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.98M
5
TSLA icon
Tesla
TSLA
+$2.55M

Top Sells

1
+$26.1M
2
+$1.79M
3
+$1.73M
4
D icon
Dominion Energy
D
+$1.24M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$1.17M

Sector Composition

1 Technology 29.27%
2 Healthcare 14.3%
3 Consumer Discretionary 12.52%
4 Communication Services 6.81%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4M 0.64%
6,386
+85
52
$3.89M 0.62%
52,926
+12,298
53
$3.86M 0.62%
102,205
-1,126
54
$3.81M 0.61%
14,629
+211
55
$3.73M 0.6%
24,521
-2,216
56
$3.61M 0.58%
122,252
+74,947
57
$3.52M 0.56%
38,502
+1,420
58
$3.52M 0.56%
20,873
-1,374
59
$3.46M 0.55%
17,471
+681
60
$3.38M 0.54%
4,093
-18
61
$3.36M 0.54%
13,176
-613
62
$3.29M 0.53%
87,765
+23,749
63
$3.26M 0.52%
10,468
+953
64
$3.25M 0.52%
12,519
+213
65
$3.22M 0.52%
6,388
-404
66
$3.22M 0.52%
9,808
+265
67
$3.2M 0.51%
18,371
+1,755
68
$3.12M 0.5%
25,775
+1,083
69
$3.09M 0.5%
31,110
+2,743
70
$3.04M 0.49%
94,484
+7,378
71
$3.02M 0.48%
8,704
+138
72
$2.99M 0.48%
11,140
-565
73
$2.93M 0.47%
2,200
+114
74
$2.86M 0.46%
7,286
-259
75
$2.82M 0.45%
39,681
+18,689
1 2
3
4 5