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
$851M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$3.34M
3
+$2.04M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.02M
5
ROK icon
Rockwell Automation
ROK
+$1.66M

Top Sells

1
+$8.45M
2
+$5.37M
3
+$4.47M
4
NVDA icon
NVIDIA
NVDA
+$2.72M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.93M

Sector Composition

1 Technology 37.23%
2 Consumer Discretionary 15.18%
3 Healthcare 12.29%
4 Communication Services 10.77%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
76
Lowe's Companies
LOW
$139B
$3.37M 0.4%
13,392
+296
RBRK icon
77
Rubrik
RBRK
$16.3B
$3.34M 0.39%
+40,620
DT icon
78
Dynatrace
DT
$13.9B
$3.3M 0.39%
68,044
-14,696
TSM icon
79
TSMC
TSM
$1.51T
$3.28M 0.39%
11,732
+2,223
TXN icon
80
Texas Instruments
TXN
$163B
$3.22M 0.38%
17,523
+366
APTV icon
81
Aptiv
APTV
$17B
$3.02M 0.35%
35,023
-615
MBLY icon
82
Mobileye
MBLY
$9.01B
$2.99M 0.35%
211,874
-22,691
UNP icon
83
Union Pacific
UNP
$142B
$2.95M 0.35%
12,497
+249
HON icon
84
Honeywell
HON
$123B
$2.78M 0.33%
13,193
-379
LLY icon
85
Eli Lilly
LLY
$920B
$2.7M 0.32%
3,535
+57
ADBE icon
86
Adobe
ADBE
$149B
$2.64M 0.31%
7,478
-106
SOFI icon
87
SoFi Technologies
SOFI
$34.4B
$2.45M 0.29%
92,554
IXP icon
88
iShares Global Comm Services ETF
IXP
$803M
$2.41M 0.28%
19,509
-1,213
EXI icon
89
iShares Global Industrials ETF
EXI
$919M
$2.24M 0.26%
12,949
-294
DHR icon
90
Danaher
DHR
$160B
$2.23M 0.26%
11,243
-900
RXI icon
91
iShares Global Consumer Discretionary ETF
RXI
$438M
$2.07M 0.24%
9,988
-2,227
SPTS icon
92
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.84B
$1.93M 0.23%
65,989
+8,344
SDGR icon
93
Schrodinger
SDGR
$1.33B
$1.88M 0.22%
93,889
-9,758
TFLO icon
94
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
$1.81M 0.21%
35,876
+2,615
ROK icon
95
Rockwell Automation
ROK
$45.5B
$1.66M 0.2%
+4,754
IJK icon
96
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.24B
$1.53M 0.18%
15,958
-1,406
VNQ icon
97
Vanguard Real Estate ETF
VNQ
$33.7B
$1.49M 0.18%
16,331
+343
VEU icon
98
Vanguard FTSE All-World ex-US ETF
VEU
$53.1B
$1.11M 0.13%
15,571
+257
VV icon
99
Vanguard Large-Cap ETF
VV
$47.1B
$1.03M 0.12%
3,343
+39
XOM icon
100
Exxon Mobil
XOM
$501B
$996K 0.12%
8,830
1 2 3
4
5