SC

Slow Capital Portfolio holdings

AUM $817M
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.32M
3
+$1.32M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.3M

Top Sells

1
+$8.93M
2
+$6.69M
3
+$3.16M
4
AAPL icon
Apple
AAPL
+$2.27M
5
ORCL icon
Oracle
ORCL
+$1.93M

Sector Composition

1 Technology 23.59%
2 Consumer Discretionary 14.39%
3 Healthcare 10.01%
4 Communication Services 7.48%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$240K 0.07%
1,201
+40
152
$239K 0.07%
11,254
-265
153
$233K 0.06%
2,288
-268
154
$230K 0.06%
8,489
-476
155
$229K 0.06%
1,972
+32
156
$224K 0.06%
899
-371
157
$224K 0.06%
10,425
+597
158
$224K 0.06%
+4,320
159
$223K 0.06%
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-59
160
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+641
161
$214K 0.06%
3,722
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162
$213K 0.06%
3,252
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163
$202K 0.06%
1,574
-312
164
$201K 0.05%
6,852
-1,130
165
$198K 0.05%
3,321
-32,448
166
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167
$194K 0.05%
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168
$193K 0.05%
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169
$181K 0.05%
3,091
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170
$180K 0.05%
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171
$178K 0.05%
1,851
-3,866
172
$176K 0.05%
2,009
-501
173
$164K 0.04%
+2,938
174
$163K 0.04%
+1,600
175
$139K 0.04%
+452
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