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
$242M
AUM Growth
-$9.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$943K
3
+$885K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$756K
5
OKTA icon
Okta
OKTA
+$536K

Top Sells

1
+$3.65M
2
+$2.15M
3
+$1.7M
4
XOM icon
Exxon Mobil
XOM
+$1.35M
5
WY icon
Weyerhaeuser
WY
+$1.29M

Sector Composition

1 Technology 18.94%
2 Consumer Discretionary 11.57%
3 Healthcare 9.75%
4 Financials 7.54%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.08%
49,534
+1,963
27
$2.61M 1.08%
48,200
+660
28
$2.55M 1.05%
22,262
-2,356
29
$2.54M 1.05%
13,799
+58
30
$2.52M 1.04%
25,473
+133
31
$2.52M 1.04%
612,680
+240
32
$2.47M 1.02%
17,738
-957
33
$2.44M 1.01%
24,185
-965
34
$2.43M 1%
42,564
+2,242
35
$2.32M 0.96%
7,909
-121
36
$2.27M 0.94%
61,566
-1,920
37
$2.22M 0.92%
76,596
+10,061
38
$2.19M 0.9%
18,502
-1,120
39
$2.08M 0.86%
40,802
-6,416
40
$2.06M 0.85%
60,216
-2,007
41
$2.05M 0.84%
15,016
+232
42
$2.03M 0.84%
35,864
-3,352
43
$2.03M 0.84%
11,980
-263
44
$2.02M 0.84%
89,574
-3,900
45
$2.02M 0.83%
17,633
+766
46
$2.02M 0.83%
73,470
+1,752
47
$1.96M 0.81%
45,683
48
$1.93M 0.8%
14,625
+128
49
$1.93M 0.79%
6,537
+1,051
50
$1.92M 0.79%
68,068
+9,842
1
2
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