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
26
$3.24M 0.88%
37,670
-345
27
$3.2M 0.87%
15,037
-197
28
$3.19M 0.87%
38,475
+15,642
29
$3.18M 0.87%
12,521
+291
30
$3.15M 0.86%
23,570
-2,438
31
$3.08M 0.84%
6,965
+120
32
$2.83M 0.77%
47,649
+1,100
33
$2.75M 0.75%
12,614
+168
34
$2.73M 0.74%
29,105
-218
35
$2.71M 0.74%
48,635
+766
36
$2.68M 0.73%
11,602
-1,943
37
$2.67M 0.73%
24,170
+1,699
38
$2.62M 0.71%
19,585
+246
39
$2.6M 0.71%
21,336
-10,252
40
$2.56M 0.7%
10,571
+1,181
41
$2.48M 0.68%
16,646
+273
42
$2.47M 0.67%
5,033
+73
43
$2.42M 0.66%
16,928
+104
44
$2.41M 0.66%
8,318
+183
45
$2.39M 0.65%
2,211
+17
46
$2.34M 0.64%
7,141
-2,042
47
$2.31M 0.63%
9,364
+73
48
$2.29M 0.62%
58,042
-401
49
$2.27M 0.62%
10,781
-1,617
50
$2.24M 0.61%
9,469
-998
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