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
151
$18K ﹤0.01%
+745
152
$16.6K ﹤0.01%
+1,000
153
$15.4K ﹤0.01%
+801
154
$14K ﹤0.01%
+668
155
$12.4K ﹤0.01%
+1,638
156
$9.34K ﹤0.01%
+1,400
157
$9.01K ﹤0.01%
+1,700
158
$7.82K ﹤0.01%
+77
159
$6.14K ﹤0.01%
+530
160
$6.09K ﹤0.01%
+1,460
161
$5.55K ﹤0.01%
+104
162
$4.97K ﹤0.01%
+1,200
163
$4.94K ﹤0.01%
+300
164
$4.57K ﹤0.01%
+931
165
$4.06K ﹤0.01%
+655
166
$3.86K ﹤0.01%
+1,000
167
$2.59K ﹤0.01%
+273
168
$2.03K ﹤0.01%
+30
169
$1.61K ﹤0.01%
+453
170
$1.27K ﹤0.01%
+725
171
$1.16K ﹤0.01%
+1,000
172
$358 ﹤0.01%
+3
173
– –
-15,000
174
– –
-16,896
175
– –
-10,844
3 4 5 6
7