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
$624M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$5.14M
3
+$3.17M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$2.98M
5
TSLA icon
Tesla
TSLA
+$2.55M

Top Sells

1
+$26.1M
2
+$1.79M
3
+$1.73M
4
D icon
Dominion Energy
D
+$1.24M
5
KXI icon
iShares Global Consumer Staples ETF
KXI
+$1.17M

Sector Composition

1 Technology 29.27%
2 Healthcare 14.3%
3 Consumer Discretionary 12.52%
4 Communication Services 6.81%
5 Consumer Staples 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.5M 4.89%
230,050
-5,040
2
$30.3M 4.86%
281,710
+47,742
3
$29.4M 4.72%
325,660
-289,060
4
$25.1M 4.03%
240,009
+28,414
5
$23.4M 3.75%
129,603
-1,509
6
$22.6M 3.62%
392,661
-30,117
7
$18.4M 2.95%
30,304
-325
8
$17M 2.72%
11,215
+1,348
9
$16.9M 2.71%
98,447
-4,218
10
$16M 2.56%
39,986
+275
11
$15.5M 2.48%
102,396
-416
12
$13.9M 2.23%
79,330
+14,522
13
$12.3M 1.96%
16,736
-102
14
$11.6M 1.86%
12,040
+196
15
$8.79M 1.41%
173,144
+31,973
16
$8.47M 1.36%
86,497
+8,196
17
$8.43M 1.35%
20,042
-563
18
$8.11M 1.3%
60,736
+23,700
19
$7.78M 1.25%
103,974
-605
20
$7.14M 1.14%
34,781
-110
21
$6.62M 1.06%
+65,693
22
$6.01M 0.96%
14,282
+86
23
$5.54M 0.89%
81,049
-151
24
$5.5M 0.88%
15,329
+398
25
$5.4M 0.86%
12,910
-87
1
2 3 4 5