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
$618M
AUM Growth
-$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.18M
3
+$3.69M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$3.69M
5
TSLA icon
Tesla
TSLA
+$1.21M

Top Sells

1
+$11.3M
2
+$6.39M
3
+$5.54M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5.44M
5
NVDA icon
NVIDIA
NVDA
+$4.53M

Sector Composition

1 Technology 30.63%
2 Healthcare 13.97%
3 Consumer Discretionary 12.85%
4 Communication Services 7.47%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.7M 5.78%
288,976
-36,684
2
$33M 5.35%
205,680
-24,370
3
$24.4M 3.95%
126,139
-3,464
4
$22.1M 3.57%
219,088
+153,395
5
$19.9M 3.23%
29,542
-762
6
$19.7M 3.18%
187,969
-52,040
7
$19.1M 3.1%
90,777
-7,670
8
$19M 3.07%
11,547
+332
9
$18.7M 3.03%
175,825
-105,885
10
$18M 2.91%
40,365
+379
11
$16.9M 2.74%
85,461
+6,131
12
$16.8M 2.72%
295,296
-97,365
13
$16M 2.58%
87,607
-14,789
14
$12.7M 2.06%
12,114
+74
15
$12.4M 2%
14,569
-2,167
16
$9.02M 1.46%
92,970
+6,473
17
$9.02M 1.46%
20,190
+148
18
$7.66M 1.24%
35,854
+1,073
19
$7.38M 1.2%
146,140
+142,110
20
$6.96M 1.13%
66,643
+5,907
21
$5.94M 0.96%
12,665
-245
22
$5.7M 0.92%
14,009
-273
23
$5.53M 0.89%
24,511
-6,278
24
$5.47M 0.89%
51,245
+2,957
25
$5.4M 0.87%
41,049
-3,794
1
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