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
176
$111K 0.03%
669
-1,606
177
$108K 0.03%
+2,112
178
$94K 0.03%
+151
179
$93K 0.03%
792
-3,958
180
$82K 0.02%
+3,180
181
$76K 0.02%
+1,278
182
$73K 0.02%
+1,172
183
$69K 0.02%
+2,256
184
$69K 0.02%
+714
185
$63K 0.02%
+908
186
$61K 0.02%
+1,509
187
$59K 0.02%
+459
188
$50K 0.01%
+2,709
189
$49K 0.01%
+225
190
$47K 0.01%
+170
191
$40K 0.01%
+1,077
192
$36K 0.01%
+1,001
193
$36K 0.01%
+930
194
$33K 0.01%
+100
195
$33K 0.01%
+1,089
196
$33K 0.01%
+289
197
$32K 0.01%
+1,755
198
$32K 0.01%
1,213
-39,807
199
$31K 0.01%
+1,197
200
$31K 0.01%
+153
6 7
8
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