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
$576M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$6.35M
3
+$5.63M
4
MELI icon
Mercado Libre
MELI
+$3M
5
SDGR icon
Schrodinger
SDGR
+$2.99M

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.86M
4
BLK icon
Blackrock
BLK
+$1.81M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.62M

Sector Composition

1 Technology 28.03%
2 Healthcare 13.38%
3 Consumer Discretionary 11.7%
4 Communication Services 6.2%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.24%
12,134
+239
102
$1.34M 0.23%
20,200
-11,635
103
$1.3M 0.22%
25,662
-196
104
$1.13M 0.2%
27,998
-113
105
$1.07M 0.19%
19,639
+535
106
$1.06M 0.18%
12,690
+414
107
$1.05M 0.18%
9,745
-2,986
108
$1M 0.17%
2,249
-20
109
$922K 0.16%
6,419
-215
110
$872K 0.15%
28,537
+546
111
$851K 0.15%
48,756
-6,363
112
$818K 0.14%
4,037
+127
113
$731K 0.13%
12,222
+1,791
114
$715K 0.12%
8,741
+218
115
$561K 0.1%
2,547
+80
116
$492K 0.09%
4,820
+1
117
$437K 0.08%
4,696
-462
118
$413K 0.07%
+8,246
119
$374K 0.06%
4,866
-933
120
$321K 0.06%
10,046
+82
121
$315K 0.05%
2,000
122
$289K 0.05%
989
-64
123
$283K 0.05%
9,153
-3,321
124
$279K 0.05%
8,313
-1,058
125
$231K 0.04%
3,077
-787
3 4
5
6 7