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
$223M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.03M
3
+$2.55M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.87M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.82M

Top Sells

1
+$2.99M
2
+$2.67M
3
+$2.55M
4
SGEN
Seagen Inc. Common Stock
SGEN
+$1.6M
5
NFLX icon
Netflix
NFLX
+$995K

Sector Composition

1 Technology 21.09%
2 Consumer Discretionary 11.04%
3 Financials 9.02%
4 Healthcare 8.47%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$27K 0.01%
400
177
$26K 0.01%
600
178
$25K 0.01%
165
179
$23K 0.01%
2,914
180
$17K 0.01%
+65
181
$16K 0.01%
77
-819
182
$16K 0.01%
+404
183
$16K 0.01%
191
-585
184
$16K 0.01%
146
185
$13K 0.01%
200
186
$13K 0.01%
+225
187
$12K 0.01%
+478
188
$10K ﹤0.01%
57
189
$7K ﹤0.01%
+636
190
$7K ﹤0.01%
107
191
$6K ﹤0.01%
53
-14
192
$6K ﹤0.01%
100
193
$5K ﹤0.01%
38
-3,042
194
$5K ﹤0.01%
77
195
$4K ﹤0.01%
54
+30
196
$4K ﹤0.01%
77
+29
197
$3K ﹤0.01%
+265
198
$2K ﹤0.01%
+20
199
$2K ﹤0.01%
+30
200
$2K ﹤0.01%
18
5 6 7
8
9