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
51
$2.24M 0.61%
24,429
+394
52
$2.24M 0.61%
11,585
+147
53
$2.24M 0.61%
18,030
+251
54
$2.22M 0.6%
8,150
+564
55
$2.22M 0.6%
9,137
-1,194
56
$2.21M 0.6%
13,251
+233
57
$2.2M 0.6%
14,725
+59
58
$2.19M 0.6%
11,118
+222
59
$2.18M 0.59%
162,168
+88,212
60
$2.12M 0.58%
41,488
+35,044
61
$2.11M 0.57%
15,635
+665
62
$2.06M 0.56%
19,051
+168
63
$2.04M 0.56%
39,149
+530
64
$2.01M 0.55%
57,799
-2,000
65
$2M 0.54%
28,812
-388
66
$1.97M 0.54%
29,749
+472
67
$1.94M 0.53%
37,491
+271
68
$1.94M 0.53%
41,296
+9,387
69
$1.94M 0.53%
8,370
+86
70
$1.92M 0.52%
20,634
+1,094
71
$1.9M 0.52%
42,529
72
$1.85M 0.5%
50,827
+6,060
73
$1.85M 0.5%
1,915
-155
74
$1.82M 0.5%
30,488
+732
75
$1.81M 0.49%
21,593
+169
1 2
3
4 5