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
$529M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.12M
3
+$5.01M
4
IXN icon
iShares Global Tech ETF
IXN
+$1.97M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.3M

Top Sells

1
+$4.08M
2
+$3.05M
3
+$1.76M
4
KO icon
Coca-Cola
KO
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.32M

Sector Composition

1 Technology 24.21%
2 Consumer Discretionary 12.6%
3 Healthcare 10.58%
4 Communication Services 7.61%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.64%
5,797
+679
52
$3.33M 0.63%
59,443
+9,253
53
$3.26M 0.62%
30,276
-79
54
$3.2M 0.6%
21,365
+2,390
55
$3.16M 0.6%
59,584
+4,827
56
$3.11M 0.59%
15,432
+3,033
57
$3.07M 0.58%
54,662
+6,195
58
$3.07M 0.58%
33,888
+1,061
59
$3.06M 0.58%
18,594
+2,138
60
$3.03M 0.57%
10,953
+2,443
61
$3.01M 0.57%
18,614
+2,227
62
$3M 0.57%
62,960
-85,575
63
$2.98M 0.56%
30,676
-6,354
64
$2.92M 0.55%
14,025
+1,353
65
$2.88M 0.55%
47,176
+17,686
66
$2.84M 0.54%
12,689
+1,150
67
$2.81M 0.53%
10,190
+262
68
$2.81M 0.53%
33,776
+10,479
69
$2.77M 0.52%
1,996
-31
70
$2.76M 0.52%
10,047
+184
71
$2.75M 0.52%
23,827
+1,167
72
$2.75M 0.52%
11,699
+418
73
$2.7M 0.51%
12,391
-1,824
74
$2.68M 0.51%
12,179
+1,075
75
$2.66M 0.5%
44,693
+13,509
1 2
3
4 5