SC

Slow Capital Portfolio holdings

AUM $837M
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
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
+$2.27M
2
+$1.91M
3
+$1.87M
4
CG icon
Carlyle Group
CG
+$1.76M
5
SPOT icon
Spotify
SPOT
+$1.45M

Top Sells

1
+$3.28M
2
+$1.99M
3
+$1.69M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.61M
5
TSLA icon
Tesla
TSLA
+$1.44M

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
201
– –
-10,424
202
– –
-9,559
203
– –
-40,717
204
– –
-11,378
205
– –
-31,287
5 6 7 8
9