SC

Slow Capital Portfolio holdings

AUM $837M
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.04M
3
+$2.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.5M
5
HUBS icon
HubSpot
HUBS
+$2.04M

Top Sells

1
+$8.69M
2
+$5.75M
3
+$5.73M
4
AMT icon
American Tower
AMT
+$5.73M
5
EQIX icon
Equinix
EQIX
+$3.67M

Sector Composition

1 Technology 35.06%
2 Healthcare 16.09%
3 Consumer Discretionary 14.56%
4 Communication Services 9.98%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DT icon
76
Dynatrace
DT
$10.7B
$2.52M 0.3%
58,249
-9,795
ICSH icon
77
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.01B
$2.44M 0.29%
48,227
-23,658
ESTC icon
78
Elastic
ESTC
$5.49B
$2.43M 0.29%
32,272
-8,056
SOFI icon
79
SoFi Technologies
SOFI
$22.6B
$2.42M 0.29%
92,554
SDGR icon
80
Schrodinger
SDGR
$888M
$2.35M 0.28%
131,263
+37,374
HON icon
81
Honeywell
HON
$155B
$2.31M 0.28%
11,852
-1,341
EXI icon
82
iShares Global Industrials ETF
EXI
$1.26B
$2.24M 0.27%
12,786
-163
IXP icon
83
iShares Global Comm Services ETF
IXP
$654M
$2.16M 0.26%
17,810
-1,699
ROK icon
84
Rockwell Automation
ROK
$45.8B
$1.93M 0.23%
4,972
+218
RXI icon
85
iShares Global Consumer Discretionary ETF
RXI
$277M
$1.92M 0.23%
9,335
-653
RBRK icon
86
Rubrik
RBRK
$10.4B
$1.84M 0.22%
24,050
-16,570
JPST icon
87
JPMorgan Ultra-Short Income ETF
JPST
$37.2B
$1.53M 0.18%
30,204
-44,501
VNQ icon
88
Vanguard Real Estate ETF
VNQ
$36.8B
$1.53M 0.18%
17,279
+948
MBLY icon
89
Mobileye
MBLY
$7.12B
$1.53M 0.18%
146,084
-65,790
IJK icon
90
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.9B
$1.48M 0.18%
15,320
-638
SPTS icon
91
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.55B
$1.32M 0.16%
45,217
-20,772
TFLO icon
92
iShares Treasury Floating Rate Bond ETF
TFLO
$6.42B
$1.26M 0.15%
24,935
-10,941
VEU icon
93
Vanguard FTSE All-World ex-US ETF
VEU
$61.5B
$1.12M 0.13%
15,191
-380
XOM icon
94
Exxon Mobil
XOM
$635B
$1.06M 0.13%
8,830
VV icon
95
Vanguard Large-Cap ETF
VV
$47.4B
$1.02M 0.12%
3,245
-98
GEV icon
96
GE Vernova
GEV
$235B
$991K 0.12%
1,516
+405
VNQI icon
97
Vanguard Global ex-US Real Estate ETF
VNQI
$3.78B
$818K 0.1%
17,848
+1,309
XLF icon
98
State Street Financial Select Sector SPDR ETF
XLF
$51.5B
$797K 0.1%
14,546
IVV icon
99
iShares Core S&P 500 ETF
IVV
$753B
$780K 0.09%
1,139
-17
IJH icon
100
iShares Core S&P Mid-Cap ETF
IJH
$112B
$752K 0.09%
11,395
1 2 3
4
5