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
151
$333K 0.13%
3,629
152
$327K 0.13%
2,728
+23
153
$318K 0.13%
8,443
+539
154
$317K 0.13%
+25,559
155
$307K 0.12%
+10,589
156
$277K 0.11%
8,222
-2,259
157
$265K 0.11%
+1,394
158
$261K 0.1%
+6,060
159
$232K 0.09%
+2,231
160
$208K 0.08%
881
-738
161
– –
-14,307
162
– –
-21,166
163
– –
-29,551
3 4 5 6
7