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
$535M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$9.24M
3
+$6.49M
4
NCNO icon
nCino
NCNO
+$4.27M
5
BNTX icon
BioNTech
BNTX
+$3.5M

Top Sells

1
+$2.56M
2
+$2.26M
3
+$2.24M
4
CG icon
Carlyle Group
CG
+$2.01M
5
AAPL icon
Apple
AAPL
+$2.01M

Sector Composition

1 Technology 25.85%
2 Consumer Discretionary 11.91%
3 Healthcare 11.79%
4 Communication Services 6.52%
5 Financials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.66M 0.31%
11,967
-51
102
$1.65M 0.31%
33,366
-1,846
103
$1.64M 0.31%
13,181
-4,179
104
$1.57M 0.29%
7,076
-970
105
$1.54M 0.29%
3,400
-2,976
106
$1.51M 0.28%
49,716
-4,128
107
$1.36M 0.25%
10,876
+89
108
$1.26M 0.24%
22,581
+3,227
109
$1.23M 0.23%
23,657
+468
110
$1.19M 0.22%
5,581
+81
111
$1.18M 0.22%
31,918
-1,029
112
$1.1M 0.21%
+3,336
113
$1.1M 0.21%
19,088
-725
114
$1.08M 0.2%
60,468
-966
115
$1.06M 0.2%
8,859
-7,142
116
$1.04M 0.2%
4,390
-3,820
117
$1.02M 0.19%
21,384
-2,200
118
$1M 0.19%
8,822
+49
119
$682K 0.13%
+4,187
120
$641K 0.12%
3,074
-324
121
$622K 0.12%
9,442
-377
122
$616K 0.12%
6,560
-652
123
$614K 0.11%
9,480
-66
124
$607K 0.11%
2,552
-199
125
$593K 0.11%
4,672
-20,159
3 4
5
6 7