SC
Slow Capital Portfolio holdings
AUM
$817M
1-Year Return
31.39%
This Quarter Return
-9.97%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$265M
AUM Growth
-$58.5M
(-18%)
Cap. Flow
-$24M
Cap. Flow
% of AUM
-9.06%
Top 10 Holdings %
Top 10 Hldgs %
25.75%
Holding
205
New
11
Increased
57
Reduced
88
Closed
47
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.4M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.97M |
| 3 |
Apollo Global Management
APO
|
+$1.46M |
| 4 |
Carlyle Group
CG
|
+$1.32M |
| 5 |
Spotify
SPOT
|
+$1.25M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$3.14M |
| 2 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$2.07M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.69M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.59M |
| 5 |
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% |
