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
76
$2.22M 0.41%
13,992
+2,223
77
$2.21M 0.41%
+9,449
78
$2.21M 0.41%
23,049
+2,148
79
$2.19M 0.4%
10,740
+565
80
$2.14M 0.39%
50,334
+1,063
81
$2.13M 0.39%
12,931
-290
82
$2.12M 0.39%
20,549
+5,637
83
$2.11M 0.39%
10,391
+3,337
84
$2.09M 0.38%
5,535
+35
85
$2.08M 0.38%
9,703
+43
86
$1.96M 0.36%
+3,512
87
$1.93M 0.35%
54,200
+4,611
88
$1.92M 0.35%
14,621
+2,655
89
$1.91M 0.35%
12,223
+742
90
$1.85M 0.34%
12,817
+1,331
91
$1.84M 0.34%
45,891
+4,921
92
$1.83M 0.34%
64,842
+4,172
93
$1.78M 0.33%
36,875
-41,690
94
$1.65M 0.3%
50,818
-25
95
$1.65M 0.3%
43,220
+2,419
96
$1.53M 0.28%
5,380
+658
97
$1.53M 0.28%
20,057
-1,159
98
$1.37M 0.25%
23,975
-4,168
99
$1.28M 0.23%
28,631
+658
100
$1.18M 0.22%
10,713
-1,421
2 3
4
5 6