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
$283M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$1.96M
3
+$1.96M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.9M
5
AAPL icon
Apple
AAPL
+$1.71M

Top Sells

1
+$2.63M
2
+$937K
3
+$885K
4
ARRY
Array Biopharma Inc
ARRY
+$843K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$625K

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 12.29%
3 Healthcare 9.73%
4 Financials 8.76%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 3.8%
191,664
+30,604
2
$9.1M 3.22%
104,860
+22,600
3
$8.49M 3%
74,370
-8,213
4
$5.62M 1.99%
91,728
-10,196
5
$5.45M 1.93%
18,911
+3,069
6
$4.93M 1.74%
18,432
+6,357
7
$4.85M 1.71%
79,380
+31,180
8
$4.79M 1.69%
28,295
+7,181
9
$4.47M 1.58%
10,027
+2,372
10
$4.38M 1.55%
24,327
+8,853
11
$4.37M 1.55%
31,456
-307
12
$4.32M 1.53%
39,292
+13,819
13
$3.96M 1.4%
143,260
+41,580
14
$3.85M 1.36%
13,026
+4,810
15
$3.82M 1.35%
876,720
+264,040
16
$3.56M 1.26%
58,500
+120
17
$3.5M 1.24%
19,077
-300
18
$3.39M 1.2%
32,748
+10,486
19
$3.3M 1.17%
107,124
+456
20
$3.23M 1.14%
16,239
-533
21
$3.2M 1.13%
199,530
+88,230
22
$3.19M 1.13%
33,990
-660
23
$3.08M 1.09%
62,405
-1,548
24
$2.88M 1.02%
19,332
-286
25
$2.83M 1%
32,066
+15,559
1
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