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
$225M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.61M
3
+$1.36M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.1M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$973K

Top Sells

1
+$1.27M
2
+$1.16M
3
+$272K
4
GE icon
GE Aerospace
GE
+$271K
5
WFC icon
Wells Fargo
WFC
+$212K

Sector Composition

1 Technology 18.07%
2 Consumer Discretionary 12.05%
3 Healthcare 9.26%
4 Financials 8.42%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.53%
36,903
-1,039
77
$1.16M 0.51%
11,428
-328
78
$1.08M 0.48%
50,989
+2,949
79
$1.06M 0.47%
12,240
+397
80
$1.05M 0.47%
2,681
+48
81
$974K 0.43%
9,658
-182
82
$963K 0.43%
17,250
+529
83
$916K 0.41%
36,450
+296
84
$914K 0.41%
+23,637
85
$911K 0.41%
+20,140
86
$894K 0.4%
15,730
+1,351
87
$883K 0.39%
2,594
+80
88
$877K 0.39%
75,660
-3,984
89
$875K 0.39%
16,977
+1,003
90
$819K 0.36%
10,119
+556
91
$815K 0.36%
4,953
+314
92
$804K 0.36%
4,726
+170
93
$794K 0.35%
9,739
+294
94
$783K 0.35%
6,707
+566
95
$768K 0.34%
4,747
+128
96
$754K 0.34%
1,867
+60
97
$754K 0.34%
8,091
-149
98
$749K 0.33%
9,605
-2,648
99
$747K 0.33%
13,380
+417
100
$739K 0.33%
19,973
-4,502
2 3
4
5 6