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
$529M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.12M
3
+$5.01M
4
IXN icon
iShares Global Tech ETF
IXN
+$1.97M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.3M

Top Sells

1
+$4.08M
2
+$3.05M
3
+$1.76M
4
KO icon
Coca-Cola
KO
+$1.37M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.32M

Sector Composition

1 Technology 24.21%
2 Consumer Discretionary 12.6%
3 Healthcare 10.58%
4 Communication Services 7.61%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$298K 0.06%
2,009
+133
152
$295K 0.06%
2,622
+39
153
$294K 0.06%
1,982
-176
154
$290K 0.05%
1,463
-168
155
$287K 0.05%
4,735
-506
156
$285K 0.05%
1,235
+13
157
$281K 0.05%
979
-1
158
$280K 0.05%
1,196
-8
159
$271K 0.05%
4,652
-368
160
$267K 0.05%
7,189
-588
161
$267K 0.05%
9,651
+1,184
162
$266K 0.05%
1,765
+79
163
$263K 0.05%
2,191
-32
164
$252K 0.05%
+8,861
165
$249K 0.05%
2,450
166
$241K 0.05%
+5,533
167
$234K 0.04%
641
168
$226K 0.04%
+7,738
169
$225K 0.04%
1,912
+3
170
$221K 0.04%
+2,308
171
$211K 0.04%
+1,083
172
$211K 0.04%
+1,985
173
$208K 0.04%
+3,818
174
$208K 0.04%
+7,308
175
$202K 0.04%
+1,500
4 5 6
7
8