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
$463M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$6.07M
3
+$5.93M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.7M
5
SNOW icon
Snowflake
SNOW
+$2.52M

Top Sells

1
+$2.72M
2
+$2.44M
3
+$2.23M
4
KXI icon
iShares Global Consumer Staples ETF
KXI
+$650K
5
TJX icon
TJX Companies
TJX
+$466K

Sector Composition

1 Technology 21.24%
2 Healthcare 12.81%
3 Consumer Discretionary 10.4%
4 Communication Services 5.3%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.81M 0.39%
7,389
+69
77
$1.75M 0.38%
20,000
78
$1.73M 0.37%
21,550
+1,142
79
$1.72M 0.37%
+6,210
80
$1.71M 0.37%
7,937
-2
81
$1.71M 0.37%
14,456
+76
82
$1.69M 0.37%
33,819
-59
83
$1.69M 0.36%
9,338
+215
84
$1.68M 0.36%
44,223
-1,587
85
$1.68M 0.36%
58,932
-1,560
86
$1.67M 0.36%
6,192
+105
87
$1.66M 0.36%
8,538
+329
88
$1.65M 0.36%
2,901
-274
89
$1.62M 0.35%
9,857
-100
90
$1.62M 0.35%
39,018
-3,396
91
$1.53M 0.33%
11,883
+5
92
$1.52M 0.33%
10,573
-953
93
$1.52M 0.33%
9,972
-27
94
$1.5M 0.32%
18,055
-284
95
$1.49M 0.32%
6,124
-557
96
$1.48M 0.32%
15,633
-2,623
97
$1.46M 0.32%
16,958
+762
98
$1.44M 0.31%
35,970
+237
99
$1.42M 0.31%
8,785
-187
100
$1.41M 0.3%
17,970
+853
2 3
4
5 6