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
$225M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.61M
3
+$1.36M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.1M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$973K

Top Sells

1
+$1.27M
2
+$1.16M
3
+$272K
4
GE icon
GE Aerospace
GE
+$271K
5
WFC icon
Wells Fargo
WFC
+$212K

Sector Composition

1 Technology 18.07%
2 Consumer Discretionary 12.05%
3 Healthcare 9.26%
4 Financials 8.42%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$410K 0.18%
2,606
+189
127
$401K 0.18%
12,589
+363
128
$401K 0.18%
20,823
+5,184
129
$399K 0.18%
4,534
-162
130
$393K 0.18%
5,845
+73
131
$380K 0.17%
7,720
+66
132
$377K 0.17%
18,062
+1,904
133
$364K 0.16%
7,521
-57
134
$345K 0.15%
+3,629
135
$341K 0.15%
11,931
+432
136
$326K 0.15%
19,428
-1,880
137
$316K 0.14%
5,266
-308
138
$308K 0.14%
5,281
-731
139
$296K 0.13%
+2,511
140
$269K 0.12%
+7,112
141
$263K 0.12%
4,550
+84
142
$262K 0.12%
6,969
-489
143
$232K 0.1%
+4,012
144
$231K 0.1%
4,600
-322
145
$220K 0.1%
1,063
+14
146
– –
-4,156
147
– –
-3,822
148
– –
-5,994
2 3 4 5
6