SC

Slow Capital Portfolio holdings

AUM $837M
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
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
+$1.31M
3
+$1.3M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.29M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.28M

Top Sells

1
+$7.37M
2
+$6.69M
3
+$3.16M
4
AAPL icon
Apple
AAPL
+$2.14M
5
ORCL icon
Oracle
ORCL
+$1.84M

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
251
$7K ﹤0.01%
+22
252
$7K ﹤0.01%
+91
253
$7K ﹤0.01%
+58
254
$7K ﹤0.01%
+531
255
$7K ﹤0.01%
+266
256
$6K ﹤0.01%
+247
257
$6K ﹤0.01%
+97
258
$6K ﹤0.01%
+25
259
$6K ﹤0.01%
+200
260
$6K ﹤0.01%
+1,900
261
$5K ﹤0.01%
+400
262
$5K ﹤0.01%
+480
263
$5K ﹤0.01%
+173
264
$5K ﹤0.01%
+13
265
$5K ﹤0.01%
+54
266
$4K ﹤0.01%
+158
267
$4K ﹤0.01%
+25
268
$4K ﹤0.01%
+65
269
$4K ﹤0.01%
+50
270
$4K ﹤0.01%
+1,000
271
$4K ﹤0.01%
+10
272
$4K ﹤0.01%
+50
273
$3K ﹤0.01%
+21
274
$3K ﹤0.01%
+658
275
$3K ﹤0.01%
+52
8 9 10
11
12