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
$624M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.14M
3
+$3.17M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.98M
5
TSLA icon
Tesla
TSLA
+$2.55M

Top Sells

1
+$26.1M
2
+$1.79M
3
+$1.73M
4
D icon
Dominion Energy
D
+$1.24M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$1.17M

Sector Composition

1 Technology 29.27%
2 Healthcare 14.3%
3 Consumer Discretionary 12.52%
4 Communication Services 6.81%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-47,404
2 3 4 5
6