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
$529M
AUM Growth
+$68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.12M
3
+$5.01M
4
IXN icon
iShares Global Tech ETF
IXN
+$1.97M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.3M

Top Sells

1
+$4.08M
2
+$3.05M
3
+$1.76M
4
KO icon
Coca-Cola
KO
+$1.37M
5
MDYG icon
SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$1.32M

Sector Composition

1 Technology 24.21%
2 Consumer Discretionary 12.6%
3 Healthcare 10.58%
4 Communication Services 7.61%
5 Financials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 3.94%
151,947
+3,666
2
$18.8M 3.55%
109,180
+2,880
3
$16.6M 3.15%
831,600
-30,480
4
$15.9M 3.01%
70,266
-13,482
5
$14.9M 2.82%
238,426
+113,688
6
$10.9M 2.07%
20,716
+1,667
7
$10.7M 2.03%
87,900
+1,920
8
$10.7M 2.02%
193,214
+144,948
9
$8.84M 1.67%
28,845
+1,680
10
$8.79M 1.66%
19,105
+1,972
11
$8.46M 1.6%
165,823
+98,200
12
$8.19M 1.55%
28,100
-640
13
$8.18M 1.55%
69,829
+171
14
$8.17M 1.54%
171,240
+10,080
15
$7.74M 1.46%
19,555
+1,266
16
$7.55M 1.43%
8,625
-587
17
$7.28M 1.38%
33,203
+2,238
18
$7.28M 1.38%
26,876
+2,686
19
$6.27M 1.19%
111,438
+35,046
20
$5.96M 1.13%
47,600
-560
21
$5.95M 1.13%
47,994
-1,641
22
$4.69M 0.89%
3,009
-52
23
$4.6M 0.87%
11,659
+1,501
24
$4.57M 0.86%
40,859
+874
25
$4.47M 0.85%
28,962
+3,025
1
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