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
$223M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.03M
3
+$2.55M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.87M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.82M

Top Sells

1
+$2.99M
2
+$2.67M
3
+$2.55M
4
SGEN
Seagen Inc. Common Stock
SGEN
+$1.6M
5
NFLX icon
Netflix
NFLX
+$995K

Sector Composition

1 Technology 21.09%
2 Consumer Discretionary 11.04%
3 Financials 9.02%
4 Healthcare 8.47%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.54%
11,479
+5,317
77
$1.2M 0.54%
19,100
-230
78
$1.2M 0.54%
11,646
+1,995
79
$1.15M 0.52%
3,230
-35
80
$1.07M 0.48%
20,624
+145
81
$1.07M 0.48%
14,305
-173
82
$1M 0.45%
11,988
+419
83
$975K 0.44%
38,216
+37,900
84
$949K 0.43%
12,095
+2,173
85
$938K 0.42%
57,380
+34,632
86
$927K 0.42%
16,022
+1,144
87
$923K 0.41%
13,004
+42
88
$912K 0.41%
23,392
+17,021
89
$899K 0.4%
+85,464
90
$889K 0.4%
35,640
+35,458
91
$872K 0.39%
29,199
-8,820
92
$825K 0.37%
9,488
+2,740
93
$807K 0.36%
+7,522
94
$805K 0.36%
17,583
+606
95
$786K 0.35%
5,122
+159
96
$779K 0.35%
6,628
+51
97
$777K 0.35%
7,904
+40
98
$762K 0.34%
17,556
+175
99
$761K 0.34%
3,033
-61
100
$728K 0.33%
2,115
+638
2 3
4
5 6