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
$529M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.12M
3
+$5.01M
4
IXN icon
iShares Global Tech ETF
IXN
+$1.97M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.3M

Top Sells

1
+$4.08M
2
+$3.05M
3
+$1.76M
4
KO icon
Coca-Cola
KO
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.32M

Sector Composition

1 Technology 24.21%
2 Consumer Discretionary 12.6%
3 Healthcare 10.58%
4 Communication Services 7.61%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.26M 0.24%
19,820
+349
127
$1.2M 0.23%
+17,790
128
$1.19M 0.22%
+13,876
129
$1.14M 0.22%
19,250
+7,163
130
$1.13M 0.21%
+2,300
131
$1.12M 0.21%
64,500
-336
132
$1.12M 0.21%
9,928
+357
133
$1.04M 0.2%
24,487
+408
134
$983K 0.19%
10,713
+4,221
135
$849K 0.16%
31,198
+5,488
136
$834K 0.16%
22,036
+606
137
$673K 0.13%
3,353
+62
138
$672K 0.13%
2,831
+13
139
$653K 0.12%
7,179
+2,251
140
$650K 0.12%
9,648
-3,480
141
$611K 0.12%
5,563
-167
142
$578K 0.11%
9,722
+3,551
143
$546K 0.1%
9,149
+367
144
$402K 0.08%
4,717
+121
145
$354K 0.07%
1,109
146
$346K 0.07%
15,926
+1,256
147
$328K 0.06%
2,340
-19
148
$323K 0.06%
3,869
-152
149
$315K 0.06%
4,576
+200
150
$307K 0.06%
11,656
-5,014
4 5
6
7 8