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
126
$229K 0.04%
2,492
-627
127
$212K 0.04%
1,726
-151
128
-311
129
-300
130
-1,638
131
-725
132
-733
133
-1,278
134
-931
135
-2,235
136
-4,156
137
-1,000
138
-93,820
139
-1,200
140
-30
141
-4,800
142
-104
143
-1,460
144
-2,136
145
-8,842
146
-655
147
-85
148
-944
149
-1,055
150
-3,323