SC

Slow Capital Portfolio holdings

AUM $837M
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
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
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$212K 0.04%
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