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
$242M
AUM Growth
-$9.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$943K
3
+$885K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$756K
5
OKTA icon
Okta
OKTA
+$536K

Top Sells

1
+$3.65M
2
+$2.15M
3
+$1.7M
4
XOM icon
Exxon Mobil
XOM
+$1.35M
5
WY icon
Weyerhaeuser
WY
+$1.29M

Sector Composition

1 Technology 18.94%
2 Consumer Discretionary 11.57%
3 Healthcare 9.75%
4 Financials 7.54%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.41%
8,847
-419
77
$994K 0.41%
84,948
+1,680
78
$991K 0.41%
17,403
+197
79
$979K 0.4%
20,459
-23,918
80
$957K 0.39%
5,829
+167
81
$946K 0.39%
4,899
-116
82
$943K 0.39%
+7,585
83
$912K 0.38%
8,289
-176
84
$911K 0.38%
7,889
+56
85
$902K 0.37%
8,067
-10,211
86
$897K 0.37%
4,389
-8
87
$885K 0.37%
+60,498
88
$845K 0.35%
9,266
-1,128
89
$843K 0.35%
18,201
+578
90
$837K 0.35%
22,005
+2,427
91
$817K 0.34%
4,343
+101
92
$808K 0.33%
16,838
-1,739
93
$798K 0.33%
2,917
-33
94
$796K 0.33%
21,589
-1,921
95
$795K 0.33%
5,196
+120
96
$792K 0.33%
31,318
+712
97
$780K 0.32%
24,067
98
$778K 0.32%
5,282
+34
99
$773K 0.32%
7,829
+23
100
$766K 0.32%
6,091
+48
2 3
4
5 6