SC

Slow Capital Portfolio holdings

AUM $817M
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$341M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$1.88M
3
+$1.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.01M
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$916K

Top Sells

1
+$2.02M
2
+$826K
3
+$560K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$542K
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$405K

Sector Composition

1 Technology 23.31%
2 Consumer Discretionary 13.36%
3 Healthcare 10.14%
4 Communication Services 8.12%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.33%
6,914
+57
102
$1.12M 0.33%
8,001
-91
103
$1.08M 0.32%
20,620
+76
104
$1.06M 0.31%
+41,020
105
$1.05M 0.31%
9,650
-203
106
$1.03M 0.3%
7,408
+1,960
107
$1.01M 0.3%
6,443
+75
108
$1.01M 0.3%
+11,639
109
$1M 0.29%
12,974
-734
110
$959K 0.28%
13,043
+130
111
$929K 0.27%
19,293
+510
112
$916K 0.27%
+37,878
113
$913K 0.27%
73,956
+42
114
$913K 0.27%
1,300
-67
115
$900K 0.26%
11,465
+167
116
$883K 0.26%
18,553
+897
117
$843K 0.25%
18,990
-2,855
118
$835K 0.25%
4,172
-68
119
$796K 0.23%
21,942
-388
120
$770K 0.23%
7,572
-1,275
121
$745K 0.22%
7,096
+413
122
$652K 0.19%
13,980
+154
123
$643K 0.19%
5,230
-1,158
124
$636K 0.19%
24,349
-245
125
$613K 0.18%
7,226
-44
3 4
5
6 7