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
$624M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.14M
3
+$3.17M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.98M
5
TSLA icon
Tesla
TSLA
+$2.55M

Top Sells

1
+$26.1M
2
+$1.79M
3
+$1.73M
4
D icon
Dominion Energy
D
+$1.24M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$1.17M

Sector Composition

1 Technology 29.27%
2 Healthcare 14.3%
3 Consumer Discretionary 12.52%
4 Communication Services 6.81%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$981K 0.16%
4,093
+226
102
$929K 0.15%
44,910
-3,456
103
$902K 0.14%
1,715
-534
104
$850K 0.14%
6,502
-4,030
105
$753K 0.12%
14,098
-7,051
106
$717K 0.11%
23,061
-2,896
107
$664K 0.11%
2,656
+80
108
$444K 0.07%
3,380
-37
109
$443K 0.07%
4,822
+1
110
$409K 0.07%
8,727
-705
111
$401K 0.06%
4,485
-2,978
112
$381K 0.06%
3,390
-277
113
$362K 0.06%
6,130
-2,289
114
$354K 0.06%
10,976
+3,144
115
$315K 0.05%
2,000
116
$286K 0.05%
+3,003
117
$281K 0.05%
3,619
+709
118
$264K 0.04%
1,278
119
$230K 0.04%
6,418
+229
120
$214K 0.03%
739
-1
121
$204K 0.03%
+4,030
122
$203K 0.03%
+7,461
123
– –
-26,299
124
– –
-1,053
125
– –
-800
2 3 4
5
6