SC

Slow Capital Portfolio holdings

AUM $837M
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$837M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.04M
3
+$2.83M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.5M
5
HUBS icon
HubSpot
HUBS
+$2.04M

Top Sells

1
+$8.69M
2
+$5.75M
3
+$5.73M
4
AMT icon
American Tower
AMT
+$5.73M
5
EQIX icon
Equinix
EQIX
+$3.67M

Sector Composition

1 Technology 35.06%
2 Healthcare 16.09%
3 Consumer Discretionary 14.56%
4 Communication Services 9.98%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DJP icon
101
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$721M
$696K 0.08%
18,516
+406
SCHX icon
102
Schwab US Large- Cap ETF
SCHX
$64.1B
$673K 0.08%
25,022
-357
ADBE icon
103
Adobe
ADBE
$108B
$604K 0.07%
1,727
-5,751
XLV icon
104
State Street Health Care Select Sector SPDR ETF
XLV
$42.5B
$546K 0.07%
3,529
VO icon
105
Vanguard Mid-Cap ETF
VO
$96.4B
$541K 0.06%
1,864
-4
AMAT icon
106
Applied Materials
AMAT
$295B
$328K 0.04%
1,278
CVX icon
107
Chevron
CVX
$370B
$305K 0.04%
2,000
IXJ icon
108
iShares Global Healthcare ETF
IXJ
$4.29B
$247K 0.03%
2,534
-305
ADSK icon
109
Autodesk
ADSK
$52.1B
$244K 0.03%
823
-28,727
V icon
110
Visa
V
$616B
$231K 0.03%
660
KXI icon
111
iShares Global Consumer Staples ETF
KXI
$1.05B
$223K 0.03%
3,456
-585
EQIX icon
112
Equinix
EQIX
$95.7B
$214K 0.03%
280
-4,678
IBRX icon
113
ImmunityBio
IBRX
$9.63B
$19.8K ﹤0.01%
10,000
AMT icon
114
American Tower
AMT
$89.8B
– –
-29,722
IJT icon
115
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.81B
– –
-1,485
JMST icon
116
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.21B
– –
-10,602
JPEM icon
117
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$414M
– –
-3,440
WDAY icon
118
Workday
WDAY
$35.2B
– –
-23,899
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