SC

Slow Capital Portfolio holdings

AUM $837M
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.91M
3
+$1.87M
4
CG icon
Carlyle Group
CG
+$1.76M
5
SPOT icon
Spotify
SPOT
+$1.45M

Top Sells

1
+$3.28M
2
+$1.99M
3
+$1.69M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.61M
5
TSLA icon
Tesla
TSLA
+$1.44M

Sector Composition

1 Technology 21.25%
2 Consumer Discretionary 11.91%
3 Healthcare 11.6%
4 Communication Services 8.47%
5 Financials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$953K 0.36%
9,853
+1,174
102
$940K 0.35%
7,447
-47
103
$911K 0.34%
21,845
+4,809
104
$890K 0.34%
9,938
+310
105
$882K 0.33%
6,624
-226
106
$880K 0.33%
6,368
+22
107
$876K 0.33%
+8,847
108
$856K 0.32%
50,510
+18,764
109
$853K 0.32%
1,367
-93
110
$816K 0.31%
+18,783
111
$789K 0.3%
11,298
+7,720
112
$760K 0.29%
22,330
-77
113
$755K 0.29%
73,914
-14,580
114
$753K 0.28%
6,388
-5
115
$724K 0.27%
+17,656
116
$657K 0.25%
15,567
-5,004
117
$593K 0.22%
+13,826
118
$585K 0.22%
24,594
+17,121
119
$548K 0.21%
12,913
-3,611
120
$542K 0.2%
8,586
+796
121
$518K 0.2%
4,240
-51
122
$501K 0.19%
7,270
-1,508
123
$493K 0.19%
20,638
-47,900
124
$491K 0.19%
3,724
-348
125
$459K 0.17%
5,889
+1,491
3 4
5
6 7