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
151
$238K 0.09%
8,100
-70,486
152
$233K 0.09%
10,599
-11,033
153
$231K 0.09%
15,000
154
$218K 0.08%
1,840
+60
155
$213K 0.08%
3,584
+66
156
$208K 0.08%
2,729
+331
157
$201K 0.08%
1,893
-2,627
158
$201K 0.08%
1,215
-127
159
– –
-22,798
160
– –
-1,492
161
– –
-8,156
162
– –
-1,152
163
– –
-23,787
164
– –
-2,230
165
– –
-25,376
166
– –
-3,310
167
– –
-1,860
168
– –
-7,318
169
– –
-4,660
170
– –
-16,212
171
– –
-10,100
172
– –
-5,095
173
– –
-2,478
174
– –
-8,109
175
– –
-23,144
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7
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