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
$225M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.61M
3
+$1.36M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.1M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$973K

Top Sells

1
+$1.27M
2
+$1.16M
3
+$272K
4
GE icon
GE Aerospace
GE
+$271K
5
WFC icon
Wells Fargo
WFC
+$212K

Sector Composition

1 Technology 18.07%
2 Consumer Discretionary 12.05%
3 Healthcare 9.26%
4 Financials 8.42%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$732K 0.33%
10,000
+291
102
$730K 0.33%
799
+32
103
$716K 0.32%
28,876
-2,420
104
$696K 0.31%
5,758
+146
105
$677K 0.3%
4,501
+114
106
$650K 0.29%
17,232
-339
107
$630K 0.28%
+4,712
108
$615K 0.27%
5,833
-378
109
$610K 0.27%
4,202
+389
110
$603K 0.27%
17,268
+600
111
$600K 0.27%
+14,895
112
$587K 0.26%
9,110
+709
113
$583K 0.26%
5,500
+290
114
$576K 0.26%
5,774
+225
115
$573K 0.26%
1,323
+59
116
$539K 0.24%
4,566
+272
117
$521K 0.23%
5,368
+226
118
$514K 0.23%
1,454
+67
119
$513K 0.23%
12,244
+868
120
$498K 0.22%
2,928
+79
121
$486K 0.22%
11,855
-2,454
122
$485K 0.22%
797
+60
123
$436K 0.19%
4,046
-10,741
124
$425K 0.19%
17,890
+260
125
$410K 0.18%
+14,865
2 3 4
5
6