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
$341M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$1.88M
3
+$1.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.01M
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$916K

Top Sells

1
+$2.02M
2
+$826K
3
+$560K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$542K
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$405K

Sector Composition

1 Technology 23.31%
2 Consumer Discretionary 13.36%
3 Healthcare 10.14%
4 Communication Services 8.12%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$603K 0.18%
6,132
+243
127
$575K 0.17%
7,442
-169
128
$571K 0.17%
3,814
+90
129
$557K 0.16%
12,286
+84
130
$538K 0.16%
5,717
-8,781
131
$518K 0.15%
+4,750
132
$482K 0.14%
4,287
+105
133
$480K 0.14%
10,451
+336
134
$463K 0.14%
7,828
-852
135
$452K 0.13%
2,759
+110
136
$441K 0.13%
1,270
+28
137
$435K 0.13%
8,566
+379
138
$429K 0.13%
+7,947
139
$394K 0.12%
5,944
-23
140
$394K 0.12%
8,665
+1,055
141
$381K 0.11%
+2,275
142
$365K 0.11%
22,750
+1,260
143
$336K 0.1%
5,450
+143
144
$335K 0.1%
6,279
-22
145
$329K 0.1%
5,257
-65
146
$328K 0.1%
+6,444
147
$327K 0.1%
2,288
+448
148
$292K 0.09%
16,578
-213
149
$286K 0.08%
+1,142
150
$283K 0.08%
8,329
+32
3 4 5
6
7