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
$283M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.96M
3
+$1.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.9M
5
AAPL icon
Apple
AAPL
+$1.71M

Top Sells

1
+$2.63M
2
+$937K
3
+$885K
4
ARRY
Array Biopharma Inc
ARRY
+$843K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$625K

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 12.29%
3 Healthcare 9.73%
4 Financials 8.76%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 0.98%
49,960
+426
27
$2.79M 0.98%
+123,992
28
$2.76M 0.97%
13,247
-258
29
$2.71M 0.96%
25,389
-2,098
30
$2.64M 0.93%
13,636
-163
31
$2.62M 0.93%
23,842
-343
32
$2.5M 0.89%
163,140
-13,610
33
$2.5M 0.89%
41,507
-1,057
34
$2.47M 0.87%
18,961
-1,184
35
$2.39M 0.84%
60,369
-1,197
36
$2.36M 0.83%
80,823
+4,227
37
$2.28M 0.81%
89,219
-355
38
$2.25M 0.8%
59,600
-616
39
$2.25M 0.79%
7,716
-193
40
$2.25M 0.79%
17,394
-239
41
$2.24M 0.79%
17,333
-405
42
$2.2M 0.78%
18,326
-176
43
$2.16M 0.77%
7,249
+712
44
$2.14M 0.76%
77,120
+3,650
45
$2.13M 0.75%
39,071
-1,731
46
$2.11M 0.75%
36,244
+15,416
47
$2.07M 0.73%
14,899
+274
48
$2.07M 0.73%
60,686
-3,129
49
$2.04M 0.72%
9,222
+4,833
50
$2.03M 0.72%
36,268
+404
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