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
$208M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.25M
3
+$1.22M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$829K
5
COLD icon
Americold
COLD
+$651K

Top Sells

1
+$1.38M
2
+$1.19M
3
+$914K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$901K
5
PSMT icon
Pricesmart
PSMT
+$819K

Sector Composition

1 Technology 17.6%
2 Consumer Discretionary 12.3%
3 Healthcare 9.19%
4 Financials 8.89%
5 Communication Services 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$646K 0.31%
6,622
-85
102
$636K 0.31%
18,441
-1,532
103
$632K 0.3%
3,017
+336
104
$624K 0.3%
+19,261
105
$616K 0.3%
13,619
+239
106
$601K 0.29%
1,704
+381
107
$594K 0.29%
6,978
+1,610
108
$588K 0.28%
3,128
+200
109
$580K 0.28%
13,344
+1,100
110
$550K 0.26%
7,135
+1,361
111
$549K 0.26%
5,151
-682
112
$544K 0.26%
4,821
+74
113
$541K 0.26%
1,097
+298
114
$516K 0.25%
912
+115
115
$514K 0.25%
6,545
-3,060
116
$499K 0.24%
9,525
+415
117
$495K 0.24%
14,895
118
$487K 0.23%
1,619
+165
119
$482K 0.23%
6,080
+580
120
$454K 0.22%
+8,095
121
$388K 0.19%
4,145
+1,634
122
$385K 0.19%
3,587
-979
123
$383K 0.18%
7,801
+81
124
$382K 0.18%
17,989
+99
125
$374K 0.18%
8,732
+1,620
2 3 4
5
6