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
$529M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.12M
3
+$5.01M
4
IXN icon
iShares Global Tech ETF
IXN
+$1.97M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.3M

Top Sells

1
+$4.08M
2
+$3.05M
3
+$1.76M
4
KO icon
Coca-Cola
KO
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.32M

Sector Composition

1 Technology 24.21%
2 Consumer Discretionary 12.6%
3 Healthcare 10.58%
4 Communication Services 7.61%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.91M 0.36%
11,999
+175
102
$1.89M 0.36%
36,070
+2,907
103
$1.86M 0.35%
11,841
+529
104
$1.85M 0.35%
16,850
+595
105
$1.85M 0.35%
12,790
+3,743
106
$1.83M 0.35%
10,888
+676
107
$1.82M 0.35%
2,274
+368
108
$1.8M 0.34%
57,660
+2,262
109
$1.77M 0.33%
18,048
+4,710
110
$1.73M 0.33%
50,281
+1,412
111
$1.73M 0.33%
8,119
+167
112
$1.69M 0.32%
8,614
+2,562
113
$1.64M 0.31%
94,386
-6,954
114
$1.6M 0.3%
32,062
+3,174
115
$1.59M 0.3%
3,703
-474
116
$1.52M 0.29%
5,083
+85
117
$1.49M 0.28%
27,948
+9,836
118
$1.48M 0.28%
12,349
+287
119
$1.45M 0.27%
4,669
+190
120
$1.43M 0.27%
39,844
+2,864
121
$1.42M 0.27%
10,680
+3,266
122
$1.34M 0.25%
29,094
-489
123
$1.3M 0.25%
49,944
+3,256
124
$1.29M 0.24%
22,073
+4,295
125
$1.27M 0.24%
21,195
+8,065
3 4
5
6 7