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
$242M
AUM Growth
-$9.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$943K
3
+$885K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$756K
5
OKTA icon
Okta
OKTA
+$536K

Top Sells

1
+$3.65M
2
+$2.15M
3
+$1.7M
4
XOM icon
Exxon Mobil
XOM
+$1.35M
5
WY icon
Weyerhaeuser
WY
+$1.29M

Sector Composition

1 Technology 18.94%
2 Consumer Discretionary 11.57%
3 Healthcare 9.75%
4 Financials 7.54%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$761K 0.31%
1,508
-206
102
$756K 0.31%
+4,121
103
$736K 0.3%
5,855
-385
104
$730K 0.3%
6,119
-27
105
$726K 0.3%
864
-17
106
$715K 0.3%
9,761
-63
107
$674K 0.28%
3,647
+8
108
$657K 0.27%
10,654
-13,505
109
$647K 0.27%
10,904
-2,375
110
$633K 0.26%
16,412
-15,483
111
$632K 0.26%
12,513
+21
112
$623K 0.26%
13,237
-248
113
$618K 0.25%
5,981
-429
114
$608K 0.25%
5,384
+254
115
$600K 0.25%
13,396
+7,336
116
$583K 0.24%
2,835
+126
117
$575K 0.24%
5,282
-10,172
118
$566K 0.23%
8,625
-11
119
$563K 0.23%
7,769
-1,097
120
$562K 0.23%
17,969
-1,362
121
$554K 0.23%
2,852
+17
122
$536K 0.22%
+4,339
123
$528K 0.22%
4,554
-164
124
$503K 0.21%
8,948
125
$492K 0.2%
+18,812
3 4
5
6 7