SC

Slow Capital Portfolio holdings

AUM $851M
1-Year Est. Return 32.13%
This Quarter Est. Return
1 Year Est. Return
+32.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$856K
3
+$705K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$553K
5
MDB icon
MongoDB
MDB
+$469K

Top Sells

1
+$9.7M
2
+$4M
3
+$2.66M
4
AVGO icon
Broadcom
AVGO
+$2.14M
5
AAPL icon
Apple
AAPL
+$1.21M

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 12.43%
3 Healthcare 8.75%
4 Financials 8.74%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.1%
63,277
-1,394
27
$2.15M 1.09%
172,415
-22,670
28
$2.12M 1.07%
25,402
-7,001
29
$2.11M 1.07%
24,902
-1,435
30
$2.09M 1.06%
17,078
-284
31
$2.08M 1.05%
17,293
-2,449
32
$2.06M 1.04%
7,567
-1,674
33
$2.04M 1.03%
89,250
-18,510
34
$2.02M 1.02%
12,288
-402
35
$2.01M 1.02%
16,555
-132
36
$1.97M 1%
21,516
-663
37
$1.91M 0.97%
38,509
-1,713
38
$1.88M 0.95%
71,906
+2,756
39
$1.85M 0.94%
32,715
+2,889
40
$1.84M 0.93%
37,625
-675
41
$1.81M 0.92%
17,411
+125
42
$1.8M 0.91%
15,944
+23
43
$1.78M 0.9%
40,634
-603
44
$1.75M 0.89%
12,381
+894
45
$1.74M 0.88%
34,505
+2,240
46
$1.7M 0.86%
53,435
47
$1.7M 0.86%
12,449
+988
48
$1.7M 0.86%
26,493
+358
49
$1.69M 0.86%
12,445
-60
50
$1.69M 0.86%
19,835
+36
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