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
$197M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$856K
3
+$705K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$553K
5
MDB icon
MongoDB
MDB
+$469K

Top Sells

1
+$9.7M
2
+$4M
3
+$2.66M
4
AVGO icon
Broadcom
AVGO
+$2.14M
5
AAPL icon
Apple
AAPL
+$1.21M

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 12.43%
3 Healthcare 8.75%
4 Financials 8.74%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$593K 0.3%
4,387
-511
102
$562K 0.28%
767
-275
103
$556K 0.28%
5,612
-2,292
104
$550K 0.28%
3,813
-495
105
$549K 0.28%
4,619
-2,009
106
$543K 0.28%
1,264
-382
107
$536K 0.27%
16,668
+13,200
108
$523K 0.27%
5,549
-1,512
109
$502K 0.25%
8,401
+4,725
110
$502K 0.25%
4,294
-338
111
$484K 0.25%
5,142
-1,323
112
$475K 0.24%
11,376
-1,564
113
$469K 0.24%
+9,445
114
$467K 0.24%
2,849
-314
115
$446K 0.23%
5,210
-262
116
$438K 0.22%
12,226
-4,414
117
$429K 0.22%
17,630
+2,226
118
$426K 0.22%
737
-119
119
$403K 0.2%
1,387
-112
120
$399K 0.2%
7,578
-793
121
$388K 0.2%
5,772
-207
122
$375K 0.19%
7,654
-129
123
$360K 0.18%
4,696
124
$357K 0.18%
7,458
-2,540
125
$352K 0.18%
21,308
-1,016
3 4
5
6 7