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
$283M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.96M
3
+$1.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.9M
5
AAPL icon
Apple
AAPL
+$1.71M

Top Sells

1
+$2.63M
2
+$937K
3
+$885K
4
ARRY
Array Biopharma Inc
ARRY
+$843K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$625K

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 12.29%
3 Healthcare 9.73%
4 Financials 8.76%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$279K 0.1%
9,209
-1,488
152
$275K 0.1%
2,949
+290
153
$271K 0.1%
10,424
154
$268K 0.09%
9,365
-3,475
155
$258K 0.09%
+931
156
$256K 0.09%
7,913
-10,056
157
$247K 0.09%
+2,870
158
$235K 0.08%
+1,721
159
$230K 0.08%
9,329
+176
160
$210K 0.07%
980
-353
161
$207K 0.07%
+1,492
162
$207K 0.07%
20,079
-1,344
163
$206K 0.07%
+540
164
$206K 0.07%
1,502
-66
165
$178K 0.06%
+6,322
166
$112K 0.04%
15,000
167
– –
-5,419
168
– –
-11,395
169
– –
-2,654
170
– –
-5,046
171
– –
-2,065
172
– –
-738
173
– –
-60,498
174
– –
-15,249
175
– –
-3,629
4 5 6
7
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