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

Top Buys

1
+$1.38M
2
+$852K
3
+$676K
4
CMF icon
iShares California Muni Bond ETF
CMF
+$550K
5
MDB icon
MongoDB
MDB
+$424K

Top Sells

1
+$9.7M
2
+$4M
3
+$2.48M
4
AVGO icon
Broadcom
AVGO
+$2.14M
5
AAPL icon
Apple
AAPL
+$1.19M

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
– –
-1,231
202
– –
-220,512
203
– –
-400
204
– –
-4,903
205
– –
-572
206
– –
-151
207
– –
-5,216
208
– –
-1,061
5 6 7 8
9