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
$576M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$6.35M
3
+$5.63M
4
MELI icon
Mercado Libre
MELI
+$3M
5
SDGR icon
Schrodinger
SDGR
+$2.99M

Top Sells

1
+$2.01M
2
+$1.87M
3
+$1.86M
4
BLK icon
Blackrock
BLK
+$1.81M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.62M

Sector Composition

1 Technology 28.03%
2 Healthcare 13.38%
3 Consumer Discretionary 11.7%
4 Communication Services 6.2%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.6M 6.35%
642,776
+111,526
2
$33.7M 5.85%
797,250
-31,530
3
$26.2M 4.55%
245,557
-15,184
4
$25.4M 4.41%
244,283
+74,756
5
$21.6M 3.74%
111,140
-3,601
6
$18.5M 3.22%
213,760
-4,300
7
$17.2M 2.99%
65,761
-1,614
8
$16.9M 2.93%
129,603
-3,422
9
$13.4M 2.32%
39,161
-422
10
$13.4M 2.32%
30,350
-507
11
$12.3M 2.13%
102,519
-926
12
$11.1M 1.93%
9,412
+2,529
13
$10.4M 1.81%
205,441
+111,247
14
$8.89M 1.54%
16,515
-131
15
$8.33M 1.45%
11,589
-167
16
$7.9M 1.37%
127,090
-4,085
17
$7.24M 1.26%
26,927
+8,767
18
$6.96M 1.21%
33,545
+114
19
$6.89M 1.2%
20,238
-2,000
20
$6.86M 1.19%
70,061
-9,338
21
$6.45M 1.12%
15,703
-3,444
22
$6.39M 1.11%
68,032
-2,208
23
$6.26M 1.09%
82,855
-2,356
24
$6.18M 1.07%
33,910
-1,218
25
$5.66M 0.98%
29,775
-841
1
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