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
$242M
AUM Growth
-$9.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$943K
3
+$885K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$756K
5
OKTA icon
Okta
OKTA
+$536K

Top Sells

1
+$3.65M
2
+$2.15M
3
+$1.7M
4
XOM icon
Exxon Mobil
XOM
+$1.35M
5
WY icon
Weyerhaeuser
WY
+$1.29M

Sector Composition

1 Technology 18.94%
2 Consumer Discretionary 11.57%
3 Healthcare 9.75%
4 Financials 7.54%
5 Communication Services 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.34M 3.85%
82,583
-5,063
2
$7.97M 3.29%
161,060
-7,280
3
$7.79M 3.21%
82,260
-1,080
4
$6.18M 2.55%
101,924
+3,816
5
$4.43M 1.83%
12,075
-71
6
$4.25M 1.76%
31,763
-1,593
7
$4.19M 1.73%
15,842
-469
8
$3.69M 1.52%
21,114
-175
9
$3.59M 1.48%
7,655
+283
10
$3.5M 1.44%
63,953
-2,835
11
$3.19M 1.32%
106,668
-4,476
12
$3.15M 1.3%
58,380
-3,120
13
$3.07M 1.27%
16,772
-792
14
$2.96M 1.22%
19,377
-1,422
15
$2.94M 1.21%
8,216
-339
16
$2.93M 1.21%
19,618
-191
17
$2.93M 1.21%
27,487
+1,487
18
$2.93M 1.21%
101,680
-300
19
$2.91M 1.2%
34,650
-1,254
20
$2.88M 1.19%
13,505
-71
21
$2.81M 1.16%
20,145
-380
22
$2.72M 1.12%
176,750
-3,145
23
$2.71M 1.12%
15,474
-258
24
$2.63M 1.09%
+117,559
25
$2.62M 1.08%
63,815
+80
1
2 3 4 5