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
$461M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.63M
3
+$1.5M
4
BYND icon
Beyond Meat
BYND
+$1.49M
5
NFLX icon
Netflix
NFLX
+$1.49M

Top Sells

1
+$3.22M
2
+$1.9M
3
+$1.7M
4
BIIB icon
Biogen
BIIB
+$1.49M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.32M

Sector Composition

1 Technology 25.32%
2 Consumer Discretionary 14.08%
3 Healthcare 10.28%
4 Communication Services 7.86%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.86M 0.84%
7,133
-1,745
27
$3.79M 0.82%
41,965
+337
28
$3.71M 0.81%
14,921
+2,508
29
$3.68M 0.8%
26,441
+3,269
30
$3.66M 0.79%
79,026
+3,108
31
$3.63M 0.79%
12,943
+1,283
32
$3.59M 0.78%
18,532
-313
33
$3.57M 0.77%
41,031
+2,412
34
$3.55M 0.77%
12,011
-74
35
$3.51M 0.76%
25,937
-1,614
36
$3.45M 0.75%
67,623
+20,120
37
$3.36M 0.73%
14,070
+3,158
38
$3.35M 0.73%
17,828
+31
39
$3.35M 0.73%
14,215
-170
40
$3.32M 0.72%
7,181
+307
41
$3.32M 0.72%
48,984
+1,431
42
$3.27M 0.71%
30,355
-78
43
$3.23M 0.7%
16,844
+264
44
$3.21M 0.7%
19,952
+731
45
$3.18M 0.69%
48,467
+11,020
46
$3.15M 0.68%
22,365
-903
47
$2.98M 0.65%
50,190
+2,930
48
$2.96M 0.64%
9,243
+726
49
$2.92M 0.63%
18,975
+611
50
$2.91M 0.63%
8,510
+982
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