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
$624M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.14M
3
+$3.17M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.98M
5
TSLA icon
Tesla
TSLA
+$2.55M

Top Sells

1
+$26.1M
2
+$1.79M
3
+$1.73M
4
D icon
Dominion Energy
D
+$1.24M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$1.17M

Sector Composition

1 Technology 29.27%
2 Healthcare 14.3%
3 Consumer Discretionary 12.52%
4 Communication Services 6.81%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.81M 0.45%
11,436
+680
77
$2.8M 0.45%
26,758
-337
78
$2.79M 0.45%
12,026
+1,013
79
$2.78M 0.45%
18,035
+5,461
80
$2.77M 0.44%
65,304
+15,750
81
$2.76M 0.44%
13,951
+806
82
$2.73M 0.44%
10,008
+129
83
$2.71M 0.43%
17,723
+2,126
84
$2.69M 0.43%
14,607
+348
85
$2.58M 0.41%
6,275
+510
86
$2.57M 0.41%
58,242
+3,534
87
$2.51M 0.4%
65,646
+21,018
88
$2.39M 0.38%
15,079
-982
89
$2.3M 0.37%
85,343
+19,323
90
$2.24M 0.36%
28,121
+2,007
91
$2.23M 0.36%
23,708
+200
92
$2.18M 0.35%
43,678
-2,416
93
$1.83M 0.29%
12,314
-43
94
$1.72M 0.28%
19,906
-463
95
$1.72M 0.28%
28,160
-19,174
96
$1.52M 0.24%
16,365
-10,895
97
$1.52M 0.24%
6,228
+90
98
$1.22M 0.2%
20,882
+974
99
$1.13M 0.18%
9,745
100
$1.11M 0.18%
26,226
-3,760
2 3
4
5 6