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
$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
1
$6.34M 3.21%
136,932
-26,168
2
$6.05M 3.07%
71,140
-13,920
3
$5.55M 2.81%
50,903
+7,853
4
$4.52M 2.29%
11,547
-2,258
5
$3.32M 1.68%
15,882
-706
6
$3.32M 1.68%
120,990
-2,466
7
$3.27M 1.66%
33,200
-1,305
8
$3.14M 1.59%
6,298
-308
9
$3.04M 1.54%
61,363
+790
10
$3.01M 1.53%
53,980
-12,780
11
$2.97M 1.5%
68,981
-421
12
$2.86M 1.45%
35,895
-1,136
13
$2.81M 1.43%
20,385
-1,197
14
$2.81M 1.42%
20,658
-273
15
$2.76M 1.4%
47,155
+9,440
16
$2.74M 1.39%
23,875
-93
17
$2.58M 1.31%
45,856
+1,300
18
$2.48M 1.26%
17,394
-937
19
$2.48M 1.26%
13,280
-1,204
20
$2.38M 1.21%
42,180
-500
21
$2.35M 1.19%
12,725
+3,820
22
$2.27M 1.15%
47,678
-1,818
23
$2.23M 1.13%
13,995
-3,612
24
$2.21M 1.12%
23,150
-237
25
$2.2M 1.12%
20,989
-683
1
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