SC

Slow Capital Portfolio holdings

AUM $817M
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.32M
3
+$1.32M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.3M

Top Sells

1
+$8.93M
2
+$6.69M
3
+$3.16M
4
AAPL icon
Apple
AAPL
+$2.27M
5
ORCL icon
Oracle
ORCL
+$1.93M

Sector Composition

1 Technology 23.59%
2 Consumer Discretionary 14.39%
3 Healthcare 10.01%
4 Communication Services 7.48%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$788K 0.21%
15,903
+7,238
127
$784K 0.21%
21,942
128
$784K 0.21%
+2,790
129
$755K 0.21%
14,853
+6,287
130
$750K 0.2%
15,442
+1,462
131
$746K 0.2%
5,764
+1,477
132
$715K 0.19%
11,225
+3,397
133
$683K 0.19%
6,702
-870
134
$660K 0.18%
24,648
+299
135
$644K 0.18%
7,308
+82
136
$634K 0.17%
14,451
-4,539
137
$616K 0.17%
+11,958
138
$507K 0.14%
6,037
+93
139
$489K 0.13%
10,465
+14
140
$472K 0.13%
39,605
+16,855
141
$469K 0.13%
2,660
-99
142
$445K 0.12%
22,807
+6,229
143
$410K 0.11%
2,623
+335
144
$365K 0.1%
5,231
-26
145
$361K 0.1%
6,440
+161
146
$293K 0.08%
1,054
-88
147
$280K 0.08%
1,274
-127
148
$270K 0.07%
7,517
-812
149
$245K 0.07%
5,260
-43
150
$240K 0.07%
+2,955
4 5
6
7 8