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
51
$2.37M 0.58%
34,842
-78
52
$2.37M 0.58%
12,068
-56
53
$2.37M 0.57%
23,122
-758
54
$2.34M 0.57%
8,431
-31
55
$2.33M 0.56%
45,810
-271
56
$2.27M 0.55%
1,977
-13
57
$2.27M 0.55%
40,656
+557
58
$2.25M 0.55%
64,245
+14,131
59
$2.24M 0.54%
10,275
-47
60
$2.22M 0.54%
13,119
-983
61
$2.22M 0.54%
28,622
-401
62
$2.16M 0.52%
12,164
+316
63
$2.15M 0.52%
+54,626
64
$2.14M 0.52%
9,568
-166
65
$2.09M 0.51%
3,175
-51
66
$2.05M 0.5%
14,380
+1,563
67
$2.02M 0.49%
7,939
+165
68
$1.95M 0.47%
19,201
+14,737
69
$1.94M 0.47%
30,638
+3,072
70
$1.91M 0.46%
10,933
+150
71
$1.9M 0.46%
11,526
+94
72
$1.87M 0.46%
18,339
+623
73
$1.87M 0.45%
33,878
+957
74
$1.86M 0.45%
20,408
-489
75
$1.85M 0.45%
18,256
+419
1 2
3
4 5