SC

Slow Capital Portfolio holdings

AUM $817M
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$1.88M
3
+$1.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.01M
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$916K

Top Sells

1
+$2.02M
2
+$826K
3
+$560K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$542K
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$405K

Sector Composition

1 Technology 23.31%
2 Consumer Discretionary 13.36%
3 Healthcare 10.14%
4 Communication Services 8.12%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.49%
2,070
+9
77
$1.67M 0.49%
29,756
+184
78
$1.64M 0.48%
31,909
+664
79
$1.64M 0.48%
10,599
+9
80
$1.63M 0.48%
19,540
-370
81
$1.55M 0.46%
44,767
-1,082
82
$1.55M 0.45%
29,947
-414
83
$1.51M 0.44%
5,631
+27
84
$1.5M 0.44%
6,664
+40
85
$1.48M 0.43%
21,519
-200
86
$1.47M 0.43%
21,411
-558
87
$1.47M 0.43%
7,832
+112
88
$1.45M 0.43%
29,277
+173
89
$1.45M 0.42%
13,018
-41
90
$1.44M 0.42%
7,239
-208
91
$1.44M 0.42%
2,305
-67
92
$1.43M 0.42%
4,631
+27
93
$1.42M 0.42%
11,192
-4
94
$1.33M 0.39%
6,921
-139
95
$1.31M 0.38%
6,994
-320
96
$1.24M 0.36%
25,476
-707
97
$1.16M 0.34%
12,454
-162
98
$1.16M 0.34%
11,453
-296
99
$1.15M 0.34%
19,186
+3,619
100
$1.13M 0.33%
50,392
-118
2 3
4
5 6