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
$545M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$2.21M
3
+$1.96M
4
AVGO icon
Broadcom
AVGO
+$1.31M
5
VEEV icon
Veeva Systems
VEEV
+$679K

Top Sells

1
+$10.5M
2
+$7.24M
3
+$2.02M
4
BLK icon
Blackrock
BLK
+$1.84M
5
DIS icon
Walt Disney
DIS
+$1.8M

Sector Composition

1 Technology 27.02%
2 Healthcare 12.86%
3 Consumer Discretionary 12.56%
4 Communication Services 6.1%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.17M 0.21%
23,168
-2,494
102
$1.15M 0.21%
9,745
103
$1.01M 0.19%
25,998
-2,000
104
$999K 0.18%
19,261
-378
105
$970K 0.18%
2,249
106
$929K 0.17%
20,999
+799
107
$864K 0.16%
26,897
-1,640
108
$821K 0.15%
48,681
-75
109
$799K 0.15%
5,010
-5,069
110
$744K 0.14%
3,803
-234
111
$604K 0.11%
7,697
-1,044
112
$557K 0.1%
10,322
-1,900
113
$520K 0.1%
2,499
-48
114
$430K 0.08%
4,009
-687
115
$410K 0.08%
4,564
-302
116
$401K 0.07%
4,820
117
$337K 0.06%
2,000
118
$303K 0.06%
10,030
-16
119
$241K 0.04%
914
-75
120
$226K 0.04%
7,384
-929
121
$208K 0.04%
6,899
-2,254
122
$201K 0.04%
2,223
-269
123
$200K 0.04%
2,710
-367
124
– –
-2,666
125
– –
-20,204
2 3 4
5
6