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
$341M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$1.88M
3
+$1.06M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.01M
5
UAPR icon
Innovator US Equity Ultra Buffer ETF April
UAPR
+$916K

Top Sells

1
+$2.02M
2
+$826K
3
+$560K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$542K
5
GOVI icon
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
+$405K

Sector Composition

1 Technology 23.31%
2 Consumer Discretionary 13.36%
3 Healthcare 10.14%
4 Communication Services 8.12%
5 Financials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.4M 4.52%
111,660
-1,700
2
$15.1M 4.42%
165,204
-1,968
3
$11.6M 3.41%
161,490
-7,785
4
$11.2M 3.29%
97,216
+16,271
5
$10.5M 3.08%
97,386
+66,074
6
$8.24M 2.42%
18,110
-295
7
$7.73M 2.27%
813,720
-3,400
8
$6.15M 1.81%
98,915
+4,261
9
$5.57M 1.63%
78,520
+3,140
10
$5.54M 1.63%
31,775
-825
11
$5.33M 1.57%
17,586
+225
12
$5.08M 1.49%
9,332
-2
13
$4.7M 1.38%
13,056
-122
14
$4.57M 1.34%
24,045
-363
15
$4.52M 1.33%
22,222
+684
16
$4.45M 1.31%
141,120
-1,080
17
$4.05M 1.19%
147,530
-9,160
18
$3.9M 1.14%
26,936
+394
19
$3.85M 1.13%
31,588
+5,037
20
$3.48M 1.02%
26,008
+4,973
21
$3.39M 1%
48,020
-1,760
22
$3.31M 0.97%
84,204
-2,496
23
$3.24M 0.95%
38,062
-472
24
$3.24M 0.95%
13,545
-65
25
$3.06M 0.9%
15,858
+42
1
2 3 4 5