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
$265M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.97M
3
+$1.46M
4
CG icon
Carlyle Group
CG
+$1.32M
5
SPOT icon
Spotify
SPOT
+$1.25M

Top Sells

1
+$3.14M
2
+$2.07M
3
+$1.69M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.39M

Sector Composition

1 Technology 21.25%
2 Consumer Discretionary 11.91%
3 Healthcare 11.6%
4 Communication Services 8.47%
5 Financials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.32M 0.5%
8,080
+27
77
$1.32M 0.5%
+60,943
78
$1.32M 0.5%
29,572
-6,904
79
$1.31M 0.5%
31,245
+5,367
80
$1.3M 0.49%
14,498
+3,286
81
$1.28M 0.48%
10,590
+595
82
$1.26M 0.47%
14,018
-635
83
$1.25M 0.47%
11,196
-672
84
$1.25M 0.47%
+10,278
85
$1.22M 0.46%
13,059
+1,777
86
$1.19M 0.45%
8,737
+168
87
$1.19M 0.45%
4,604
-2,595
88
$1.19M 0.45%
6,857
-47
89
$1.16M 0.44%
23,601
+1,166
90
$1.16M 0.44%
26,183
+1,902
91
$1.16M 0.44%
2,372
+288
92
$1.12M 0.42%
13,708
-284
93
$1.12M 0.42%
2,290
-29
94
$1.11M 0.42%
11,749
+4,424
95
$1.05M 0.4%
7,314
-268
96
$1.05M 0.4%
29,104
+6,740
97
$1.01M 0.38%
12,616
-2,999
98
$1M 0.38%
7,720
+480
99
$981K 0.37%
8,092
+396
100
$970K 0.37%
20,544
-542
2 3
4
5 6