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
$535M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.9M
3
+$7.91M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$2.45M
5
TSLA icon
Tesla
TSLA
+$1.52M

Top Sells

1
+$16.1M
2
+$11.6M
3
+$3.47M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.62M
5
JPMB icon
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
+$2.21M

Sector Composition

1 Technology 26.41%
2 Healthcare 14.26%
3 Consumer Discretionary 11.17%
4 Communication Services 5.85%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$309K 0.06%
9,964
-693
127
$292K 0.05%
3,864
+320
128
$290K 0.05%
3,119
+260
129
$282K 0.05%
9,371
+1
130
$234K 0.04%
1,877
-163
131
$228K 0.04%
+2,235
132
$195K 0.04%
+4,156
133
$184K 0.03%
2,136
-269
134
$180K 0.03%
+800
135
$178K 0.03%
+3,323
136
$169K 0.03%
+7,461
137
$157K 0.03%
+1,278
138
$138K 0.03%
+4,800
139
$135K 0.03%
+2,822
140
$130K 0.02%
+276
141
$124K 0.02%
1,055
-29,492
142
$93.6K 0.02%
944
-26,415
143
$93.4K 0.02%
+5,261
144
$74K 0.01%
+481
145
$64K 0.01%
1,628
-56,256
146
$63.5K 0.01%
+311
147
$57.4K 0.01%
+733
148
$30.6K 0.01%
+680
149
$25.1K ﹤0.01%
+85
150
$18.4K ﹤0.01%
+700
3 4 5
6
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