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
151
$325K 0.13%
+12,840
152
$324K 0.13%
5,664
-257
153
$322K 0.13%
10,697
+108
154
$309K 0.13%
+2,654
155
$281K 0.12%
5,046
-1,108
156
$277K 0.11%
1,333
-61
157
$269K 0.11%
1,152
+271
158
$269K 0.11%
21,423
-4,136
159
$267K 0.11%
+10,424
160
$254K 0.1%
2,317
+86
161
$234K 0.1%
3,749
-4,694
162
$232K 0.1%
+2,659
163
$226K 0.09%
+9,153
164
$222K 0.09%
2,065
-15,802
165
$206K 0.09%
+1,568
166
$195K 0.08%
+15,000
167
– –
-61,599
168
– –
-10,291
169
– –
-8,267
170
– –
-8,222
171
– –
-20,554
172
– –
-2,213
173
– –
-4,534
174
– –
-48,982
175
– –
-16,654
4 5 6
7
8