SC

Slow Capital Portfolio holdings

AUM $837M
1-Year Est. Return 31.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.08%
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
+$7.98M
2
+$7.11M
3
+$5.01M
4
IXN icon
iShares Global Tech ETF
IXN
+$1.89M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.29M

Top Sells

1
+$3.65M
2
+$2.93M
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
176
$168K 0.03%
+12,354
177
– –
-6,963
178
– –
-3,360
179
– –
-7,606
180
– –
-25,942
181
– –
-47,922
182
– –
-74,344
183
– –
-11,342
184
– –
-17,594
185
– –
-24,420
4 5 6 7
8