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
$618M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.18M
3
+$3.69M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.69M
5
TSLA icon
Tesla
TSLA
+$1.21M

Top Sells

1
+$11.3M
2
+$6.39M
3
+$5.54M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5.44M
5
NVDA icon
NVIDIA
NVDA
+$4.53M

Sector Composition

1 Technology 30.63%
2 Healthcare 13.97%
3 Consumer Discretionary 12.85%
4 Communication Services 7.47%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.6%
+127,921
52
$3.69M 0.6%
+72,883
53
$3.69M 0.6%
53,794
+868
54
$3.52M 0.57%
6,345
-43
55
$3.52M 0.57%
18,077
-294
56
$3.43M 0.55%
16,846
-1,275
57
$3.39M 0.55%
4,482
+389
58
$3.33M 0.54%
71,178
+5,874
59
$3.26M 0.53%
32,798
+1,688
60
$3.22M 0.52%
67,649
+2,003
61
$3.16M 0.51%
10,264
-204
62
$3.13M 0.51%
137,389
+15,137
63
$3.11M 0.5%
2,228
+28
64
$3.08M 0.5%
72,812
+3,010
65
$3.02M 0.49%
7,180
-106
66
$2.93M 0.47%
7,823
+1,548
67
$2.89M 0.47%
11,309
-1,210
68
$2.85M 0.46%
12,909
-267
69
$2.83M 0.46%
100,636
+6,152
70
$2.77M 0.45%
14,186
+235
71
$2.74M 0.44%
9,038
+334
72
$2.69M 0.44%
28,714
+1,956
73
$2.61M 0.42%
10,965
-175
74
$2.53M 0.41%
18,743
-13,877
75
$2.52M 0.41%
11,275
+1,267
1 2
3
4 5