SC

Slow Capital Portfolio holdings

AUM $817M
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.32M
3
+$1.32M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.3M

Top Sells

1
+$8.93M
2
+$6.69M
3
+$3.16M
4
AAPL icon
Apple
AAPL
+$2.27M
5
ORCL icon
Oracle
ORCL
+$1.93M

Sector Composition

1 Technology 23.59%
2 Consumer Discretionary 14.39%
3 Healthcare 10.01%
4 Communication Services 7.48%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.4M 0.38%
7,453
+214
102
$1.35M 0.37%
6,075
-368
103
$1.34M 0.36%
16,020
+2,977
104
$1.33M 0.36%
2,385
+80
105
$1.32M 0.36%
+99,726
106
$1.32M 0.36%
+91,608
107
$1.31M 0.36%
+30,230
108
$1.29M 0.35%
+22,406
109
$1.28M 0.35%
19,644
+458
110
$1.27M 0.34%
10,899
-293
111
$1.24M 0.34%
12,331
-123
112
$1.22M 0.33%
4,835
-3,166
113
$1.19M 0.32%
7,093
+179
114
$1.16M 0.31%
23,939
+4,646
115
$1.15M 0.31%
5,391
+1,219
116
$1.08M 0.29%
9,726
+76
117
$1.03M 0.28%
18,927
+10,980
118
$1.03M 0.28%
13,020
+1,555
119
$1.02M 0.28%
1,347
+47
120
$985K 0.27%
15,736
+3,450
121
$951K 0.26%
5,260
+1,446
122
$910K 0.25%
18,046
-507
123
$859K 0.23%
8,233
+2,101
124
$830K 0.23%
9,303
+1,861
125
$810K 0.22%
13,488
+514
3 4
5
6 7