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
$265M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.97M
3
+$1.46M
4
CG icon
Carlyle Group
CG
+$1.32M
5
SPOT icon
Spotify
SPOT
+$1.25M

Top Sells

1
+$3.14M
2
+$2.07M
3
+$1.69M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
TLT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 4.17%
113,360
+1,020
2
$10.6M 4.01%
167,172
-18,540
3
$9.15M 3.45%
80,945
-14,061
4
$6.91M 2.61%
18,405
-165
5
$5.91M 2.23%
169,275
-34,680
6
$5.73M 2.16%
94,654
+2,048
7
$5.38M 2.03%
817,120
-83,080
8
$4.95M 1.87%
17,361
-985
9
$4.38M 1.65%
75,380
-2,620
10
$4.11M 1.55%
9,334
-555
11
$4.03M 1.52%
24,408
-21
12
$3.55M 1.34%
26,542
-1,466
13
$3.5M 1.32%
13,178
+100
14
$3.4M 1.28%
21,538
-19,921
15
$3.37M 1.27%
142,200
-1,710
16
$3.35M 1.27%
38,534
-844
17
$3.33M 1.26%
31,312
+5,604
18
$3.23M 1.22%
26,551
+19,730
19
$3.17M 1.2%
156,690
-7,675
20
$3.12M 1.18%
32,600
-409
21
$2.89M 1.09%
49,780
-2,480
22
$2.85M 1.08%
75,285
+16,611
23
$2.8M 1.06%
21,035
+14,803
24
$2.68M 1.01%
14,669
+1,501
25
$2.63M 0.99%
86,700
-18,960
1
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