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
$197M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$856K
3
+$705K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$553K
5
MDB icon
MongoDB
MDB
+$469K

Top Sells

1
+$9.7M
2
+$4M
3
+$2.66M
4
AVGO icon
Broadcom
AVGO
+$2.14M
5
AAPL icon
Apple
AAPL
+$1.21M

Sector Composition

1 Technology 15.69%
2 Consumer Discretionary 12.43%
3 Healthcare 8.75%
4 Financials 8.74%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,914
202
– –
-107
203
– –
-450
204
– –
-4,488
205
– –
-1,143
206
– –
-18
207
– –
-412
208
– –
-54
5 6 7 8
9