SC

Slow Capital Portfolio holdings

AUM $770M
1-Year Est. Return 33.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$851M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.49M
3
+$2.03M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.99M
5
ROK icon
Rockwell Automation
ROK
+$1.64M

Top Sells

1
+$7.85M
2
+$4.76M
3
+$4.47M
4
NVDA icon
NVIDIA
NVDA
+$2.54M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$1.89M

Sector Composition

1 Technology 37.23%
2 Consumer Discretionary 15.18%
3 Healthcare 12.29%
4 Communication Services 10.77%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$790K 0.09%
16,539
+485
102
$784K 0.09%
14,546
103
$774K 0.09%
1,156
-203
104
$744K 0.09%
11,395
105
$683K 0.08%
1,111
+141
106
$668K 0.08%
25,379
-272
107
$642K 0.08%
18,110
+729
108
$550K 0.06%
7,472
-112
109
$541K 0.06%
10,602
-24,607
110
$491K 0.06%
3,529
111
$311K 0.04%
2,000
112
$262K 0.03%
1,278
113
$260K 0.03%
4,041
-727
114
$252K 0.03%
2,839
-5,070
115
$225K 0.03%
660
116
$210K 0.02%
1,485
-206
117
$203K 0.02%
3,440
-462
118
$24.6K ﹤0.01%
+10,000
119
– –
-2,838
120
– –
-121
121
– –
-37,223
1 2 3 4
5