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
$265M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.97M
3
+$1.46M
4
CG icon
Carlyle Group
CG
+$1.32M
5
SPOT icon
Spotify
SPOT
+$1.25M

Top Sells

1
+$3.14M
2
+$2.07M
3
+$1.69M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.39M

Sector Composition

1 Technology 21.25%
2 Consumer Discretionary 11.91%
3 Healthcare 11.6%
4 Communication Services 8.47%
5 Financials 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$446K 0.17%
5,448
-2,273
127
$429K 0.16%
7,611
+402
128
$424K 0.16%
22,338
+433
129
$407K 0.15%
+8,187
130
$405K 0.15%
10,294
-31,718
131
$403K 0.15%
+15,683
132
$402K 0.15%
+10,115
133
$388K 0.15%
5,967
+449
134
$373K 0.14%
10,560
-1,440
135
$369K 0.14%
12,202
-3,997
136
$360K 0.14%
7,681
-240
137
$350K 0.13%
6,683
+1,084
138
$349K 0.13%
+2,649
139
$333K 0.13%
1,242
+143
140
$333K 0.13%
21,490
-6,707
141
$319K 0.12%
6,301
-584
142
$318K 0.12%
4,182
-284
143
$308K 0.12%
8,680
-186
144
$296K 0.11%
7,610
-3,952
145
$292K 0.11%
1,772
-8,425
146
$278K 0.11%
16,791
-218
147
$275K 0.1%
5,307
-478
148
$275K 0.1%
4,630
+1,055
149
$264K 0.1%
5,322
-323
150
$250K 0.09%
8,297
-916
4 5
6
7 8