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
51
$1.83M 0.76%
22,684
-307
52
$1.81M 0.75%
12,495
-2,544
53
$1.8M 0.74%
11,961
-937
54
$1.78M 0.74%
19,483
-424
55
$1.67M 0.69%
21,618
+28
56
$1.66M 0.68%
111,300
-5,325
57
$1.65M 0.68%
2,700
-187
58
$1.64M 0.68%
10,780
-1,189
59
$1.61M 0.67%
26,166
-3,458
60
$1.6M 0.66%
30,383
-2,370
61
$1.56M 0.64%
5,300
+271
62
$1.53M 0.63%
57,654
+4,742
63
$1.42M 0.58%
5,940
-175
64
$1.4M 0.58%
21,835
-737
65
$1.39M 0.57%
15,950
-4,460
66
$1.38M 0.57%
16,507
+5
67
$1.37M 0.56%
36,982
-13,184
68
$1.33M 0.55%
8,751
-4,046
69
$1.27M 0.52%
15,867
-952
70
$1.25M 0.51%
9,387
-6,204
71
$1.23M 0.51%
24,095
-392
72
$1.21M 0.5%
47,546
-3,092
73
$1.12M 0.46%
8,246
-1,034
74
$1.07M 0.44%
20,828
-20
75
$1.04M 0.43%
12,955
-972
1 2
3
4 5