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
$618M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.18M
3
+$3.69M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.69M
5
TSLA icon
Tesla
TSLA
+$1.21M

Top Sells

1
+$11.3M
2
+$6.39M
3
+$5.54M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5.44M
5
NVDA icon
NVIDIA
NVDA
+$4.53M

Sector Composition

1 Technology 30.63%
2 Healthcare 13.97%
3 Consumer Discretionary 12.85%
4 Communication Services 7.47%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.49M 0.4%
18,215
+492
77
$2.48M 0.4%
10,955
-481
78
$2.47M 0.4%
28,001
-21,450
79
$2.42M 0.39%
10,023
+215
80
$2.39M 0.39%
47,182
-125,962
81
$2.37M 0.38%
14,702
-11,147
82
$2.28M 0.37%
25,631
-24,531
83
$2.22M 0.36%
12,154
+128
84
$2.16M 0.35%
14,811
-268
85
$2.05M 0.33%
105,526
+17,761
86
$2.04M 0.33%
42,946
-732
87
$2.04M 0.33%
16,165
+1,558
88
$1.92M 0.31%
27,291
-830
89
$1.87M 0.3%
17,570
-465
90
$1.84M 0.3%
95,241
+9,898
91
$1.74M 0.28%
23,043
-665
92
$1.68M 0.27%
27,954
-206
93
$1.67M 0.27%
19,691
-215
94
$1.66M 0.27%
53,451
-4,791
95
$1.65M 0.27%
12,075
-239
96
$1.58M 0.26%
6,105
-123
97
$1.53M 0.25%
16,461
+96
98
$1.16M 0.19%
19,813
-1,069
99
$1.16M 0.19%
45,861
+6,180
100
$1.09M 0.18%
9,490
-255
1 2 3
4
5