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
$367M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.31M
3
+$1.3M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.29M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.28M

Top Sells

1
+$7.37M
2
+$6.69M
3
+$3.16M
4
AAPL icon
Apple
AAPL
+$2.14M
5
ORCL icon
Oracle
ORCL
+$1.84M

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%
+421
221
$11K ﹤0.01%
+120
222
$11K ﹤0.01%
+240
223
$11K ﹤0.01%
+236
224
$11K ﹤0.01%
+251
225
$11K ﹤0.01%
+137
7 8
9
10 11