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
$251M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.97M
3
+$1.97M
4
MBB icon
iShares MBS ETF
MBB
+$1.9M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.58M

Top Sells

1
+$1.68M
2
+$1.19M
3
+$1.18M
4
META icon
Meta Platforms (Facebook)
META
+$549K
5
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$543K

Sector Composition

1 Technology 19.35%
2 Consumer Discretionary 11.56%
3 Healthcare 10.65%
4 Financials 7.88%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$496K 0.2%
4,718
-103
127
$492K 0.2%
+12,492
128
$482K 0.19%
+13,485
129
$478K 0.19%
6,008
-537
130
$467K 0.19%
2,835
-293
131
$456K 0.18%
8,636
+2,998
132
$448K 0.18%
+6,344
133
$432K 0.17%
11,395
-3,500
134
$430K 0.17%
+17,623
135
$424K 0.17%
18,693
+704
136
$413K 0.16%
18,584
-632
137
$412K 0.16%
+12,000
138
$406K 0.16%
7,515
-286
139
$397K 0.16%
5,767
-183
140
$395K 0.16%
+2,379
141
$395K 0.16%
9,297
+1,400
142
$392K 0.16%
15,249
+384
143
$371K 0.15%
4,534
144
$363K 0.14%
5,656
-301
145
$361K 0.14%
23,056
+906
146
$356K 0.14%
+8,267
147
$353K 0.14%
+1,837
148
$343K 0.14%
18,594
-3,675
149
$334K 0.13%
+6,154
150
$333K 0.13%
+5,921
3 4 5
6
7