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
51
$2.01M 0.71%
70,908
+2,840
52
$2.01M 0.71%
13,234
+8,038
53
$2M 0.71%
22,871
+187
54
$1.97M 0.7%
35,865
+18,462
55
$1.96M 0.69%
13,273
+10,607
56
$1.96M 0.69%
+40,095
57
$1.92M 0.68%
11,867
+6,585
58
$1.91M 0.67%
15,078
+62
59
$1.91M 0.67%
11,762
-218
60
$1.85M 0.66%
11,239
+5,120
61
$1.81M 0.64%
11,544
-417
62
$1.8M 0.64%
19,749
+266
63
$1.74M 0.61%
12,623
+128
64
$1.72M 0.61%
21,174
-444
65
$1.67M 0.59%
9,226
+6,309
66
$1.67M 0.59%
61,894
+4,240
67
$1.66M 0.59%
30,249
-134
68
$1.62M 0.57%
14,475
+9,091
69
$1.61M 0.57%
26,399
+233
70
$1.61M 0.57%
9,022
+4,123
71
$1.6M 0.56%
45,683
72
$1.59M 0.56%
79,983
+32,437
73
$1.55M 0.55%
8,046
+4,399
74
$1.49M 0.53%
21,802
+12,041
75
$1.46M 0.52%
6,898
+4,046
1 2
3
4 5