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
$251M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.97M
3
+$1.97M
4
MBB icon
iShares MBS ETF
MBB
+$1.9M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.58M

Top Sells

1
+$1.68M
2
+$1.19M
3
+$1.18M
4
META icon
Meta Platforms (Facebook)
META
+$549K
5
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$543K

Sector Composition

1 Technology 19.35%
2 Consumer Discretionary 11.56%
3 Healthcare 10.65%
4 Financials 7.88%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.52%
31,895
+2,704
77
$1.29M 0.51%
48,982
-715
78
$1.27M 0.5%
10,291
-107
79
$1.25M 0.5%
11,431
+6,280
80
$1.23M 0.49%
24,487
+1,268
81
$1.23M 0.49%
16,502
-993
82
$1.21M 0.48%
16,819
-1,834
83
$1.2M 0.48%
9,280
-2,984
84
$1.07M 0.43%
50,638
-3,920
85
$1.03M 0.41%
5,662
-1,000
86
$1.02M 0.41%
9,266
+308
87
$1.01M 0.4%
20,848
+7,504
88
$999K 0.4%
13,927
+2,385
89
$945K 0.38%
18,577
-853
90
$938K 0.37%
83,268
+6,000
91
$927K 0.37%
10,394
+704
92
$924K 0.37%
17,206
-971
93
$909K 0.36%
2,213
+42
94
$903K 0.36%
8,465
-381
95
$886K 0.35%
7,833
+1,064
96
$866K 0.34%
4,397
-184
97
$859K 0.34%
23,510
-32,331
98
$839K 0.33%
2,950
-67
99
$836K 0.33%
5,015
-3,294
100
$814K 0.32%
5,076
+125
2 3
4
5 6