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
$545M
AUM Growth
-$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$2.21M
3
+$1.96M
4
AVGO icon
Broadcom
AVGO
+$1.31M
5
VEEV icon
Veeva Systems
VEEV
+$679K

Top Sells

1
+$10.5M
2
+$7.24M
3
+$2.02M
4
BLK icon
Blackrock
BLK
+$1.84M
5
DIS icon
Walt Disney
DIS
+$1.8M

Sector Composition

1 Technology 27.02%
2 Healthcare 12.86%
3 Consumer Discretionary 12.56%
4 Communication Services 6.1%
5 Industrials 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.3M 5.2%
561,014
+355,573
2
$27.4M 5.04%
630,850
-166,400
3
$25.4M 4.67%
248,061
+2,504
4
$24.8M 4.55%
451,533
-191,243
5
$23.7M 4.35%
230,091
-14,192
6
$19.1M 3.5%
229,580
+15,820
7
$18.6M 3.41%
108,486
-2,654
8
$16.8M 3.08%
131,820
+2,217
9
$16.5M 3.02%
65,749
-12
10
$13.5M 2.48%
103,305
+786
11
$12.5M 2.3%
9,865
+453
12
$11.6M 2.13%
39,671
+510
13
$11.5M 2.12%
30,514
+164
14
$9.71M 1.78%
11,797
+208
15
$9.56M 1.75%
16,919
+404
16
$7.22M 1.33%
76,778
+6,717
17
$6.63M 1.22%
20,984
+746
18
$6.45M 1.18%
111,494
-15,596
19
$6.38M 1.17%
34,521
+976
20
$5.28M 0.97%
15,267
-436
21
$4.97M 0.91%
14,199
+761
22
$4.83M 0.89%
36,139
+2,229
23
$4.82M 0.89%
29,832
+57
24
$4.79M 0.88%
81,651
-1,204
25
$4.53M 0.83%
66,453
-1,579
1
2 3 4 5