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
$283M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.96M
3
+$1.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.9M
5
AAPL icon
Apple
AAPL
+$1.71M

Top Sells

1
+$2.63M
2
+$937K
3
+$885K
4
ARRY
Array Biopharma Inc
ARRY
+$843K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$625K

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 12.29%
3 Healthcare 9.73%
4 Financials 8.76%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.36%
8,394
-2,386
102
$1.01M 0.36%
85,524
+576
103
$1M 0.35%
8,909
+620
104
$997K 0.35%
8,578
+689
105
$926K 0.33%
8,416
+170
106
$896K 0.32%
9,810
-3,145
107
$859K 0.3%
23,169
-898
108
$842K 0.3%
8,056
+227
109
$842K 0.3%
33,300
+1,982
110
$831K 0.29%
9,316
+50
111
$820K 0.29%
21,308
-697
112
$819K 0.29%
21,815
+226
113
$805K 0.28%
16,377
-461
114
$786K 0.28%
6,201
+110
115
$753K 0.27%
16,720
+3,324
116
$721K 0.26%
25,828
+7,016
117
$687K 0.24%
7,293
+2,132
118
$685K 0.24%
5,810
-45
119
$684K 0.24%
4,072
-271
120
$679K 0.24%
15,851
-561
121
$639K 0.23%
1,108
-400
122
$600K 0.21%
5,516
+234
123
$583K 0.21%
10,590
-314
124
$581K 0.21%
12,363
-150
125
$535K 0.19%
13,062
-175
3 4
5
6 7