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
$223M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.03M
3
+$2.55M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.87M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.82M

Top Sells

1
+$2.99M
2
+$2.67M
3
+$2.55M
4
SGEN
Seagen Inc. Common Stock
SGEN
+$1.6M
5
NFLX icon
Netflix
NFLX
+$995K

Sector Composition

1 Technology 21.09%
2 Consumer Discretionary 11.04%
3 Financials 9.02%
4 Healthcare 8.47%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$689K 0.31%
1,646
+32
102
$678K 0.3%
14,421
+3,273
103
$674K 0.3%
4,903
+370
104
$665K 0.3%
6,355
+478
105
$664K 0.3%
17,382
+565
106
$657K 0.3%
7,061
+58
107
$652K 0.29%
4,898
+357
108
$626K 0.28%
4,308
+350
109
$620K 0.28%
4,632
+436
110
$594K 0.27%
8,371
+626
111
$594K 0.27%
17,486
+9,388
112
$552K 0.25%
16,640
+296
113
$529K 0.24%
12,940
+1,520
114
$526K 0.24%
+9,998
115
$524K 0.24%
6,465
-438
116
$513K 0.23%
10,282
-5,528
117
$513K 0.23%
5,951
+4,278
118
$511K 0.23%
3,163
+164
119
$492K 0.22%
856
+55
120
$474K 0.21%
+5,472
121
$470K 0.21%
+7,652
122
$411K 0.18%
1,499
+250
123
$408K 0.18%
+23,160
124
$404K 0.18%
5,979
+1,731
125
$387K 0.17%
6,202
-252
3 4
5
6 7