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
$529M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.12M
3
+$5.01M
4
IXN icon
iShares Global Tech ETF
IXN
+$1.97M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.3M

Top Sells

1
+$4.08M
2
+$3.05M
3
+$1.76M
4
KO icon
Coca-Cola
KO
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.32M

Sector Composition

1 Technology 24.21%
2 Consumer Discretionary 12.6%
3 Healthcare 10.58%
4 Communication Services 7.61%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.65M 0.5%
15,392
+372
77
$2.53M 0.48%
7,276
+171
78
$2.53M 0.48%
10,378
+548
79
$2.52M 0.48%
8,564
+95
80
$2.51M 0.47%
10,260
+436
81
$2.5M 0.47%
40,113
+972
82
$2.46M 0.47%
48,589
+1,548
83
$2.4M 0.45%
51,574
-10,502
84
$2.33M 0.44%
6,612
+57
85
$2.31M 0.44%
31,464
-30
86
$2.3M 0.43%
9,619
+241
87
$2.29M 0.43%
31,119
+4,555
88
$2.29M 0.43%
58,120
+2,096
89
$2.25M 0.43%
9,209
+2,604
90
$2.13M 0.4%
7,099
+172
91
$2.11M 0.4%
3,775
+251
92
$2.09M 0.4%
11,613
+128
93
$2.09M 0.39%
9,392
+2,424
94
$2.05M 0.39%
12,827
+1,393
95
$2.03M 0.38%
23,011
+743
96
$2.02M 0.38%
17,291
-3,209
97
$2.01M 0.38%
15,681
+1,869
98
$1.97M 0.37%
14,812
+4,135
99
$1.95M 0.37%
19,126
+2,811
100
$1.93M 0.36%
22,951
+1,366
2 3
4
5 6