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
$463M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$6.07M
3
+$5.93M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.7M
5
SNOW icon
Snowflake
SNOW
+$2.52M

Top Sells

1
+$2.72M
2
+$2.44M
3
+$2.23M
4
KXI icon
iShares Global Consumer Staples ETF
KXI
+$650K
5
TJX icon
TJX Companies
TJX
+$466K

Sector Composition

1 Technology 21.24%
2 Healthcare 12.81%
3 Consumer Discretionary 10.4%
4 Communication Services 5.3%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.4M 0.3%
20,284
-1,801
102
$1.38M 0.3%
+3,329
103
$1.35M 0.29%
24,489
-2,950
104
$1.31M 0.28%
4,769
+242
105
$1.3M 0.28%
+15,066
106
$1.26M 0.27%
13,671
-848
107
$1.25M 0.27%
13,255
-2,349
108
$1.2M 0.26%
13,909
+1,179
109
$1.05M 0.23%
2,933
-250
110
$1.02M 0.22%
111,113
-38,767
111
$1.01M 0.22%
39,359
+989
112
$975K 0.21%
29,625
+765
113
$943K 0.2%
6,947
+48
114
$930K 0.2%
5,640
+4
115
$925K 0.2%
9,102
-1,777
116
$911K 0.2%
35,162
-2,838
117
$899K 0.19%
23,552
-1,536
118
$887K 0.19%
8,336
-975
119
$873K 0.19%
19,691
+333
120
$828K 0.18%
18,569
-3,233
121
$817K 0.18%
57,870
-909
122
$766K 0.17%
16,896
123
$630K 0.14%
+2,705
124
$625K 0.14%
11,406
+2,074
125
$555K 0.12%
3,396
+196
2 3 4
5
6