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
1
$16.9M 4.59%
145,576
-19,628
2
$16.2M 4.41%
102,880
-8,780
3
$14.2M 3.86%
99,036
-62,454
4
$9.67M 2.63%
714,440
-99,280
5
$8.11M 2.21%
69,980
-27,236
6
$7.95M 2.17%
15,896
-2,214
7
$6.88M 1.88%
110,348
+11,433
8
$6.35M 1.73%
17,883
+297
9
$5.5M 1.5%
75,020
-3,500
10
$5.39M 1.47%
22,809
-1,236
11
$5.31M 1.45%
26,939
-4,836
12
$5.19M 1.41%
142,370
+1,250
13
$5.02M 1.37%
8,906
-426
14
$4.86M 1.32%
29,500
+2,564
15
$4.72M 1.29%
22,434
+212
16
$4.42M 1.2%
47,325
+9,263
17
$3.97M 1.08%
13,194
+138
18
$3.84M 1.05%
35,532
-61,854
19
$3.7M 1.01%
15,936
+78
20
$3.58M 0.97%
76,680
+1,077
21
$3.54M 0.96%
28,199
+67
22
$3.52M 0.96%
47,940
-80
23
$3.51M 0.96%
79,944
-4,260
24
$3.38M 0.92%
143,640
-3,890
25
$3.27M 0.89%
19,725
-25
1
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