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
$653M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.25M
3
+$4.05M
4
CRWD icon
CrowdStrike
CRWD
+$3.66M
5
SNPS icon
Synopsys
SNPS
+$1.75M

Top Sells

1
+$3.22M
2
+$2.54M
3
+$2.42M
4
CSCO icon
Cisco
CSCO
+$2.04M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.96M

Sector Composition

1 Technology 30.7%
2 Healthcare 14.02%
3 Consumer Discretionary 13.36%
4 Communication Services 7.16%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.4M 5.43%
205,301
-379
2
$32.6M 4.99%
268,093
-20,883
3
$24.1M 3.7%
11,767
+220
4
$23.8M 3.64%
127,471
+1,332
5
$22.6M 3.45%
86,193
+732
6
$21.3M 3.26%
30,020
+478
7
$21.3M 3.26%
91,353
+576
8
$20.1M 3.08%
199,592
-19,496
9
$20M 3.06%
40,632
+267
10
$19.9M 3.05%
183,512
+7,687
11
$18.6M 2.85%
174,940
-13,029
12
$18.4M 2.81%
316,083
+20,787
13
$14.7M 2.26%
88,924
+1,317
14
$13M 1.99%
12,355
+241
15
$12.7M 1.94%
14,292
-277
16
$9.6M 1.47%
94,814
+1,844
17
$8.44M 1.29%
19,625
-565
18
$7.93M 1.22%
60,842
-5,801
19
$7.6M 1.16%
36,785
+931
20
$6.74M 1.03%
132,869
-13,271
21
$6.18M 0.95%
13,418
-591
22
$6.14M 0.94%
51,680
+600
23
$6.11M 0.94%
24,510
-1
24
$6.07M 0.93%
16,459
+37
25
$5.99M 0.92%
77,236
-4,490
1
2 3 4 5