SC

Slow Capital Portfolio holdings

AUM $851M
1-Year Est. Return 32.13%
This Quarter Est. Return
1 Year Est. Return
+32.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.97M
3
+$1.8M
4
RGEN icon
Repligen
RGEN
+$1.79M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.5M

Top Sells

1
+$4.69M
2
+$4.32M
3
+$3.96M
4
PLAN
Anaplan, Inc.
PLAN
+$3.01M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.93M

Sector Composition

1 Technology 23.7%
2 Healthcare 13.5%
3 Consumer Discretionary 10.56%
4 Communication Services 6.15%
5 Industrials 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.57M 0.87%
39,525
+21,824
27
$3.48M 0.85%
5,719
+86
28
$3.46M 0.84%
111,757
+7,480
29
$3.4M 0.83%
40,587
+11,643
30
$3.32M 0.81%
27,855
-2,353
31
$3.2M 0.78%
21,450
+926
32
$3.18M 0.77%
49,942
+87
33
$3.16M 0.77%
41,422
-350
34
$3.15M 0.77%
24,845
+426
35
$3.13M 0.76%
5,752
-70
36
$3.08M 0.75%
32,074
-2,533
37
$3.05M 0.74%
52,787
-2,113
38
$2.93M 0.71%
12,029
+439
39
$2.93M 0.71%
36,078
-300
40
$2.92M 0.71%
25,639
+21
41
$2.86M 0.7%
10,161
-480
42
$2.78M 0.68%
45,462
+864
43
$2.75M 0.67%
45,218
+2,886
44
$2.74M 0.66%
60,492
+18,702
45
$2.7M 0.66%
9,899
+147
46
$2.68M 0.65%
38,155
-1,139
47
$2.49M 0.61%
23,821
-3,732
48
$2.4M 0.58%
13,971
-120
49
$2.38M 0.58%
58,749
-3,927
50
$2.38M 0.58%
16,266
-113
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