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
$223M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.03M
3
+$2.55M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.87M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.82M

Top Sells

1
+$2.99M
2
+$2.67M
3
+$2.55M
4
SGEN
Seagen Inc. Common Stock
SGEN
+$1.6M
5
NFLX icon
Netflix
NFLX
+$995K

Sector Composition

1 Technology 21.09%
2 Consumer Discretionary 11.04%
3 Financials 9.02%
4 Healthcare 8.47%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.76%
19,799
+3,707
52
$1.69M 0.76%
23,515
-462
53
$1.67M 0.75%
78,343
-1,038
54
$1.67M 0.75%
10,604
+269
55
$1.67M 0.75%
14,769
+2,079
56
$1.66M 0.75%
44,274
+6,302
57
$1.66M 0.75%
1,042
+17
58
$1.66M 0.75%
29,826
+10,006
59
$1.58M 0.71%
53,435
-937
60
$1.58M 0.71%
49,392
+29,310
61
$1.54M 0.69%
11,487
+396
62
$1.54M 0.69%
32,265
+966
63
$1.52M 0.68%
8,905
-17,540
64
$1.48M 0.67%
10,114
+335
65
$1.47M 0.66%
6,106
-10,580
66
$1.46M 0.65%
7,057
+267
67
$1.44M 0.64%
13,817
+513
68
$1.42M 0.64%
13,241
+1,117
69
$1.37M 0.62%
+50,074
70
$1.33M 0.6%
11,461
-53
71
$1.33M 0.6%
37,942
-593
72
$1.32M 0.59%
19,543
+555
73
$1.29M 0.58%
29,272
+1,029
74
$1.26M 0.57%
11,053
-208
75
$1.22M 0.55%
21,994
+635
1 2
3
4 5