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
$208M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.25M
3
+$1.22M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$829K
5
COLD icon
Americold
COLD
+$651K

Top Sells

1
+$1.38M
2
+$1.19M
3
+$914K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$901K
5
PSMT icon
Pricesmart
PSMT
+$819K

Sector Composition

1 Technology 17.6%
2 Consumer Discretionary 12.3%
3 Healthcare 9.19%
4 Financials 8.89%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.07M 0.52%
6,662
+753
77
$990K 0.48%
14,513
+276
78
$964K 0.46%
54,558
+3,569
79
$931K 0.45%
8,958
+4,912
80
$929K 0.45%
36,714
+264
81
$926K 0.45%
29,191
+9,051
82
$922K 0.44%
8,846
-2,582
83
$821K 0.4%
18,177
+1,200
84
$820K 0.39%
9,795
+56
85
$817K 0.39%
6,731
-9,797
86
$811K 0.39%
2,171
+304
87
$782K 0.38%
9,690
+32
88
$769K 0.37%
77,268
+1,608
89
$767K 0.37%
2,620
+26
90
$763K 0.37%
4,951
+450
91
$751K 0.36%
19,430
+2,180
92
$741K 0.36%
6,769
-8,228
93
$725K 0.35%
4,581
+379
94
$725K 0.35%
5,139
+413
95
$713K 0.34%
28,554
-322
96
$705K 0.34%
11,542
+1,542
97
$687K 0.33%
7,985
-106
98
$676K 0.33%
6,445
+687
99
$674K 0.32%
5,220
+508
100
$651K 0.31%
+25,494
2 3
4
5 6