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
$576M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$6.35M
3
+$5.63M
4
MELI icon
Mercado Libre
MELI
+$3M
5
SDGR icon
Schrodinger
SDGR
+$2.99M

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.86M
4
BLK icon
Blackrock
BLK
+$1.81M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.62M

Sector Composition

1 Technology 28.03%
2 Healthcare 13.38%
3 Consumer Discretionary 11.7%
4 Communication Services 6.2%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.21M 0.56%
83,429
-111
52
$3.18M 0.55%
4,052
-3
53
$3.18M 0.55%
22,037
-110
54
$3.15M 0.55%
27,657
+89
55
$3.1M 0.54%
13,953
-318
56
$3.03M 0.53%
60,670
+59,970
57
$3M 0.52%
4,140
-75
58
$3M 0.52%
17,274
-387
59
$2.96M 0.51%
13,099
-287
60
$2.91M 0.5%
14,207
-386
61
$2.91M 0.5%
10,079
-317
62
$2.9M 0.5%
18,060
-523
63
$2.85M 0.5%
26,428
-1,075
64
$2.85M 0.49%
11,582
-214
65
$2.77M 0.48%
32,625
-301
66
$2.76M 0.48%
11,015
-238
67
$2.76M 0.48%
49,271
-1,944
68
$2.73M 0.47%
15,190
-32
69
$2.7M 0.47%
42,705
-2,104
70
$2.66M 0.46%
26,032
+1,339
71
$2.66M 0.46%
2,025
-56
72
$2.61M 0.45%
8,454
-159
73
$2.57M 0.45%
13,221
-253
74
$2.53M 0.44%
7,272
+47
75
$2.44M 0.42%
38,405
+5,372
1 2
3
4 5