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
$367M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.32M
3
+$1.32M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.3M

Top Sells

1
+$8.93M
2
+$6.69M
3
+$3.16M
4
AAPL icon
Apple
AAPL
+$2.27M
5
ORCL icon
Oracle
ORCL
+$1.93M

Sector Composition

1 Technology 23.59%
2 Consumer Discretionary 14.39%
3 Healthcare 10.01%
4 Communication Services 7.48%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K ﹤0.01%
+251
227
$10K ﹤0.01%
+264
228
$10K ﹤0.01%
+162
229
$10K ﹤0.01%
+112
230
$10K ﹤0.01%
+166
231
$10K ﹤0.01%
+371
232
$10K ﹤0.01%
+118
233
$10K ﹤0.01%
+167
234
$10K ﹤0.01%
+77
235
$10K ﹤0.01%
+186
236
$10K ﹤0.01%
+335
237
$9K ﹤0.01%
+174
238
$9K ﹤0.01%
+198
239
$9K ﹤0.01%
+156
240
$9K ﹤0.01%
+207
241
$9K ﹤0.01%
+143
242
$9K ﹤0.01%
+125
243
$9K ﹤0.01%
+125
244
$9K ﹤0.01%
+384
245
$8K ﹤0.01%
+78
246
$8K ﹤0.01%
+208
247
$8K ﹤0.01%
+74
248
$8K ﹤0.01%
+100
249
$8K ﹤0.01%
+300
250
$7K ﹤0.01%
+1,400
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