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
$461M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$1.63M
3 +$1.5M
4
BYND icon
Beyond Meat
BYND
+$1.49M
5
NFLX icon
Netflix
NFLX
+$1.49M

Top Sells

1 +$3.22M
2 +$1.9M
3 +$1.7M
4
BIIB icon
Biogen
BIIB
+$1.49M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.32M

Sector Composition

1 Technology 25.32%
2 Consumer Discretionary 14.08%
3 Healthcare 10.28%
4 Communication Services 7.86%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$19.5M 4.23%
83,748
-13,833
2
$19.4M 4.2%
148,281
+4,620
3
$16.4M 3.57%
106,300
+3,080
4
$12.1M 2.62%
862,080
+131,240
5
$10.4M 2.26%
19,049
+2,719
6
$8.87M 1.92%
85,980
+8,180
7
$8.08M 1.75%
69,658
-370
8
$7.93M 1.72%
161,160
+13,120
9
$7.75M 1.68%
124,738
+10,274
10
$7.6M 1.65%
28,740
+1,388
11
$6.98M 1.51%
9,212
+417
12
$6.88M 1.49%
27,165
+3,411
13
$6.87M 1.49%
17,133
+2,963
14
$6.83M 1.48%
30,965
+1,511
15
$6.54M 1.42%
18,289
+580
16
$6.01M 1.3%
49,635
+2,067
17
$5.99M 1.3%
148,535
+4,315
18
$5.81M 1.26%
24,190
+2,085
19
$4.98M 1.08%
48,160
+380
20
$4.44M 0.96%
39,985
+2,226
21
$4.09M 0.89%
3,061
+870
22
$3.99M 0.87%
15,358
+614
23
$3.98M 0.86%
10,158
+817
24
$3.92M 0.85%
76,392
-390
25
$3.92M 0.85%
15,831
+258