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
$242M
AUM Growth
-$9.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$943K
3
+$885K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$756K
5
OKTA icon
Okta
OKTA
+$536K

Top Sells

1
+$3.65M
2
+$2.15M
3
+$1.7M
4
XOM icon
Exxon Mobil
XOM
+$1.35M
5
WY icon
Weyerhaeuser
WY
+$1.29M

Sector Composition

1 Technology 18.94%
2 Consumer Discretionary 11.57%
3 Healthcare 9.75%
4 Financials 7.54%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$488K 0.2%
4,382
-7,049
127
$488K 0.2%
+5,161
128
$487K 0.2%
6,053
+45
129
$464K 0.19%
5,419
-1,729
130
$450K 0.19%
3,819
-349
131
$446K 0.18%
6,102
-242
132
$443K 0.18%
11,395
133
$434K 0.18%
+2,666
134
$431K 0.18%
12,000
135
$425K 0.18%
2,494
+115
136
$421K 0.17%
15,249
137
$402K 0.17%
18,102
-482
138
$399K 0.16%
2,894
+166
139
$394K 0.16%
738
-350
140
$391K 0.16%
5,550
-1,894
141
$390K 0.16%
1,877
+40
142
$386K 0.16%
17,358
-1,335
143
$376K 0.16%
5,626
-141
144
$369K 0.15%
6,759
-756
145
$361K 0.15%
5,538
-118
146
$357K 0.15%
+6,482
147
$356K 0.15%
8,379
-918
148
$347K 0.14%
21,626
-1,430
149
$336K 0.14%
3,629
150
$327K 0.13%
17,193
-1,401
4 5
6
7 8