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
$545M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$2.21M
3
+$1.96M
4
AVGO icon
Broadcom
AVGO
+$1.31M
5
VEEV icon
Veeva Systems
VEEV
+$679K

Top Sells

1
+$10.5M
2
+$7.24M
3
+$2.02M
4
BLK icon
Blackrock
BLK
+$1.84M
5
DIS icon
Walt Disney
DIS
+$1.8M

Sector Composition

1 Technology 27.02%
2 Healthcare 12.86%
3 Consumer Discretionary 12.56%
4 Communication Services 6.1%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.01M 0.55%
66,228
+2,405
52
$3M 0.55%
4,130
+78
53
$2.95M 0.54%
14,277
+70
54
$2.95M 0.54%
18,062
+788
55
$2.9M 0.53%
16,589
+91
56
$2.86M 0.53%
13,771
+672
57
$2.84M 0.52%
18,393
+333
58
$2.83M 0.52%
9,281
+70
59
$2.78M 0.51%
48,754
-6,267
60
$2.77M 0.51%
25,514
-914
61
$2.72M 0.5%
27,623
+1,591
62
$2.72M 0.5%
28,074
+3,823
63
$2.69M 0.49%
65,316
-3,604
64
$2.69M 0.49%
11,675
+660
65
$2.61M 0.48%
8,492
+38
66
$2.59M 0.47%
4,394
+254
67
$2.57M 0.47%
16,162
+972
68
$2.55M 0.47%
12,213
+63
69
$2.5M 0.46%
16,027
+1,318
70
$2.47M 0.45%
45,973
+2,606
71
$2.42M 0.44%
29,335
-3,290
72
$2.42M 0.44%
7,639
+367
73
$2.28M 0.42%
2,061
+36
74
$2.25M 0.41%
27,598
+682
75
$2.25M 0.41%
38,429
+24
1 2
3
4 5