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
$618M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.18M
3
+$3.69M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.69M
5
TSLA icon
Tesla
TSLA
+$1.21M

Top Sells

1
+$11.3M
2
+$6.39M
3
+$5.54M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5.44M
5
NVDA icon
NVIDIA
NVDA
+$4.53M

Sector Composition

1 Technology 30.63%
2 Healthcare 13.97%
3 Consumer Discretionary 12.85%
4 Communication Services 7.47%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$965K 0.16%
23,783
-2,443
102
$952K 0.15%
3,807
-286
103
$945K 0.15%
43,980
-930
104
$839K 0.14%
6,536
+34
105
$831K 0.13%
1,519
-196
106
$743K 0.12%
13,730
-368
107
$736K 0.12%
22,957
-104
108
$635K 0.1%
6,371
-19,404
109
$610K 0.1%
2,512
-144
110
$485K 0.08%
6,229
-32,273
111
$453K 0.07%
4,822
112
$383K 0.06%
4,507
+22
113
$369K 0.06%
6,168
+38
114
$313K 0.05%
2,000
115
$302K 0.05%
1,278
116
$246K 0.04%
1,990
-1,390
117
$241K 0.04%
2,040
-1,350
118
$231K 0.04%
7,326
-3,650
119
$202K 0.03%
5,041
-3,686
120
$169K 0.03%
+11,025
121
– –
-3,619
122
– –
-3,003
123
– –
-739
124
– –
-7,461
125
– –
-6,418
1 2 3 4
5