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
$251M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.97M
3
+$1.97M
4
MBB icon
iShares MBS ETF
MBB
+$1.9M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.58M

Top Sells

1
+$1.68M
2
+$1.19M
3
+$1.18M
4
META icon
Meta Platforms (Facebook)
META
+$549K
5
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$543K

Sector Composition

1 Technology 19.35%
2 Consumer Discretionary 11.56%
3 Healthcare 10.65%
4 Financials 7.88%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$778K 0.31%
6,240
-205
102
$777K 0.31%
1,714
+10
103
$772K 0.31%
7,806
-179
104
$768K 0.31%
30,606
+2,052
105
$761K 0.3%
19,578
+1,137
106
$744K 0.3%
6,043
-688
107
$735K 0.29%
5,248
+28
108
$734K 0.29%
24,067
-1,427
109
$720K 0.29%
13,279
-340
110
$716K 0.28%
6,410
-212
111
$685K 0.27%
19,331
+70
112
$664K 0.26%
8,866
+771
113
$648K 0.26%
4,242
+97
114
$641K 0.25%
3,639
-1,500
115
$637K 0.25%
881
-31
116
$635K 0.25%
7,148
+170
117
$610K 0.24%
7,444
+309
118
$584K 0.23%
6,146
+66
119
$562K 0.22%
9,824
+299
120
$548K 0.22%
1,088
-9
121
$540K 0.21%
+5,130
122
$528K 0.21%
+4,168
123
$522K 0.21%
+2,709
124
$519K 0.21%
3,936
+349
125
$512K 0.2%
8,948
+216
3 4
5
6 7