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
$197M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$856K
3
+$705K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$553K
5
MDB icon
MongoDB
MDB
+$469K

Top Sells

1
+$9.7M
2
+$4M
3
+$2.66M
4
AVGO icon
Broadcom
AVGO
+$2.14M
5
AAPL icon
Apple
AAPL
+$1.21M

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 12.43%
3 Healthcare 8.75%
4 Financials 8.74%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.08M 0.55%
48,040
-9,340
77
$958K 0.49%
12,253
+158
78
$930K 0.47%
9,840
+352
79
$930K 0.47%
24,475
+1,083
80
$915K 0.46%
36,154
-2,062
81
$901K 0.46%
2,633
-400
82
$901K 0.46%
4,639
-13,702
83
$865K 0.44%
9,563
-2,425
84
$863K 0.44%
79,644
-5,820
85
$798K 0.4%
30,084
-41,936
86
$778K 0.39%
31,296
-4,344
87
$774K 0.39%
8,240
+2,289
88
$752K 0.38%
2,514
-716
89
$746K 0.38%
16,721
-3,903
90
$745K 0.38%
4,556
-566
91
$711K 0.36%
9,709
-3,295
92
$704K 0.36%
15,974
-1,609
93
$702K 0.36%
14,379
-1,643
94
$692K 0.35%
12,963
-4,593
95
$663K 0.34%
11,843
-5,539
96
$660K 0.33%
6,211
-1,311
97
$657K 0.33%
17,571
+85
98
$652K 0.33%
6,141
-214
99
$623K 0.32%
1,807
-308
100
$604K 0.31%
14,309
-112
2 3
4
5 6