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
$461M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.63M
3
+$1.5M
4
BYND icon
Beyond Meat
BYND
+$1.49M
5
NFLX icon
Netflix
NFLX
+$1.49M

Top Sells

1
+$3.22M
2
+$1.9M
3
+$1.7M
4
BIIB icon
Biogen
BIIB
+$1.49M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.32M

Sector Composition

1 Technology 25.32%
2 Consumer Discretionary 14.08%
3 Healthcare 10.28%
4 Communication Services 7.86%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$303K 0.07%
3,360
-202
152
$302K 0.07%
4,021
+467
153
$301K 0.07%
2,359
+257
154
$299K 0.06%
5,241
+127
155
$298K 0.06%
2,158
-211
156
$283K 0.06%
4,376
+706
157
$280K 0.06%
1,631
-68
158
$279K 0.06%
2,583
+158
159
$274K 0.06%
1,222
+36
160
$265K 0.06%
1,876
+132
161
$263K 0.06%
2,223
-538
162
$261K 0.06%
1,204
+43
163
$256K 0.06%
7,777
-10,382
164
$256K 0.06%
980
+8
165
$251K 0.05%
5,020
-15,021
166
$250K 0.05%
2,450
-1,470
167
$247K 0.05%
7,606
+115
168
$237K 0.05%
1,686
+231
169
$234K 0.05%
8,467
+308
170
$228K 0.05%
641
171
$202K 0.04%
+1,909
172
$186K 0.04%
11,342
+536
173
– –
-6,067
174
– –
-19,331
175
– –
-1,500
4 5 6
7
8