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
$251M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.97M
3
+$1.97M
4
MBB icon
iShares MBS ETF
MBB
+$1.9M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.58M

Top Sells

1
+$1.68M
2
+$1.19M
3
+$1.18M
4
META icon
Meta Platforms (Facebook)
META
+$549K
5
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$543K

Sector Composition

1 Technology 19.35%
2 Consumer Discretionary 11.56%
3 Healthcare 10.65%
4 Financials 7.88%
5 Communication Services 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.74M 3.88%
87,646
+14,176
2
$7.99M 3.18%
168,340
+17,300
3
$7.42M 2.95%
83,340
-13,360
4
$5.85M 2.32%
98,108
+11,072
5
$4.33M 1.72%
12,146
-49
6
$3.95M 1.57%
16,311
-149
7
$3.93M 1.56%
33,356
+208
8
$3.65M 1.45%
20,554
+19,640
9
$3.61M 1.43%
61,500
+5,360
10
$3.61M 1.43%
66,788
-1,971
11
$3.38M 1.35%
21,289
+359
12
$3.17M 1.26%
111,144
-17,856
13
$3.15M 1.25%
7,372
+189
14
$3.07M 1.22%
101,980
+10,800
15
$3.02M 1.2%
35,904
-1,865
16
$3.02M 1.2%
179,895
+6,595
17
$2.99M 1.19%
15,732
+642
18
$2.99M 1.19%
20,799
+228
19
$2.91M 1.16%
17,564
+142
20
$2.8M 1.11%
47,540
-500
21
$2.76M 1.1%
26,000
+772
22
$2.75M 1.09%
25,150
-575
23
$2.75M 1.09%
612,440
+157,280
24
$2.73M 1.08%
13,576
-508
25
$2.72M 1.08%
19,809
-288
1
2 3 4 5