SC

Slow Capital Portfolio holdings

AUM $817M
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.61M
3
+$1.36M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.1M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$973K

Top Sells

1
+$1.27M
2
+$1.16M
3
+$272K
4
GE icon
GE Aerospace
GE
+$271K
5
WFC icon
Wells Fargo
WFC
+$212K

Sector Composition

1 Technology 18.07%
2 Consumer Discretionary 12.05%
3 Healthcare 9.26%
4 Financials 8.42%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.83M 3.49%
138,732
+1,800
2
$7.36M 3.27%
73,440
+2,300
3
$7.11M 3.17%
65,864
+14,961
4
$4.21M 1.87%
11,253
-294
5
$3.89M 1.73%
33,996
+796
6
$3.84M 1.71%
16,341
+459
7
$3.83M 1.71%
66,123
+18,968
8
$3.65M 1.62%
124,896
+3,906
9
$3.37M 1.5%
21,099
+714
10
$3.31M 1.48%
68,121
-860
11
$3.21M 1.43%
173,975
+1,560
12
$3.2M 1.43%
21,105
+447
13
$3.2M 1.42%
53,560
-420
14
$3.13M 1.4%
36,998
+1,103
15
$2.95M 1.31%
13,781
+501
16
$2.92M 1.3%
24,306
+431
17
$2.86M 1.28%
6,076
-222
18
$2.76M 1.23%
7,740
+173
19
$2.76M 1.23%
49,258
+1,580
20
$2.74M 1.22%
23,836
+686
21
$2.73M 1.22%
14,295
+300
22
$2.71M 1.21%
13,064
+339
23
$2.69M 1.2%
64,236
+959
24
$2.63M 1.17%
43,520
+1,340
25
$2.61M 1.16%
17,959
+565
1
2 3 4 5