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
276
$3K ﹤0.01%
+25
277
$3K ﹤0.01%
+100
278
$3K ﹤0.01%
+24
279
$3K ﹤0.01%
+20
280
$3K ﹤0.01%
+30
281
$3K ﹤0.01%
+26
282
$3K ﹤0.01%
+22
283
$3K ﹤0.01%
+31
284
$2K ﹤0.01%
+7
285
$2K ﹤0.01%
+40
286
$2K ﹤0.01%
+5,301
287
$2K ﹤0.01%
+13
288
$2K ﹤0.01%
+46
289
$1K ﹤0.01%
+30
290
$1K ﹤0.01%
+54
291
$1K ﹤0.01%
+24
292
$1K ﹤0.01%
+35
293
$1K ﹤0.01%
+95
294
– –
-4,013
295
– –
-1,389
296
– –
-20,620
297
$0 ﹤0.01%
+18
298
$0 ﹤0.01%
+2
299
– –
-37,878
8 9 10 11
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