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
$463M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$6.07M
3
+$5.93M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$4.7M
5
SNOW icon
Snowflake
SNOW
+$2.52M

Top Sells

1
+$2.72M
2
+$2.44M
3
+$2.23M
4
KXI icon
iShares Global Consumer Staples ETF
KXI
+$650K
5
TJX icon
TJX Companies
TJX
+$466K

Sector Composition

1 Technology 21.24%
2 Healthcare 12.81%
3 Consumer Discretionary 10.4%
4 Communication Services 5.3%
5 Industrials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.8M 9.02%
+116,908
2
$23.2M 5.01%
427,779
-41,190
3
$20M 4.32%
412,551
-56,208
4
$17.5M 3.79%
66,140
+2,861
5
$17.1M 3.7%
123,752
-2,303
6
$14.3M 3.08%
283,553
-48,556
7
$12.4M 2.68%
109,862
-1,439
8
$12.3M 2.67%
120,329
+59,204
9
$9.88M 2.13%
222,480
+29,370
10
$9.29M 2.01%
764,980
-15,460
11
$8.11M 1.75%
84,752
-3,388
12
$8.1M 1.75%
34,415
+820
13
$7.78M 1.68%
11,299
+1,118
14
$7.15M 1.54%
69,618
+45,797
15
$6.98M 1.51%
14,787
-256
16
$6.26M 1.35%
33,420
-910
17
$5.93M 1.28%
+72,997
18
$5.91M 1.28%
31,824
+1,257
19
$4.99M 1.08%
29,874
+36
20
$4.87M 1.05%
5,878
-72
21
$4.26M 0.92%
56,958
+5,257
22
$4.19M 0.91%
31,712
-3,130
23
$4.17M 0.9%
17,922
+1,008
24
$4.14M 0.89%
98,069
-7,945
25
$4.1M 0.89%
83,506
+15,651
1
2 3 4 5