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
201
$30K 0.01%
+1,100
202
$29K 0.01%
+155
203
$27K 0.01%
+129
204
$26K 0.01%
+90
205
$26K 0.01%
+184
206
$24K 0.01%
+86
207
$23K 0.01%
+1,460
208
$20K 0.01%
+358
209
$20K 0.01%
+200
210
$18K ﹤0.01%
+616
211
$17K ﹤0.01%
+102
212
$17K ﹤0.01%
+125
213
$16K ﹤0.01%
187
-11,452
214
$15K ﹤0.01%
+445
215
$14K ﹤0.01%
+300
216
$13K ﹤0.01%
+274
217
$13K ﹤0.01%
+760
218
$12K ﹤0.01%
+36
219
$12K ﹤0.01%
+322
220
$11K ﹤0.01%
+137
221
$11K ﹤0.01%
+97
222
$11K ﹤0.01%
+421
223
$11K ﹤0.01%
+120
224
$11K ﹤0.01%
+240
225
$11K ﹤0.01%
+236
7 8
9
10 11