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
76
$1.84M 0.45%
12,008
-448
77
$1.83M 0.44%
6,087
+149
78
$1.82M 0.44%
47,600
-2,752
79
$1.82M 0.44%
6,681
+128
80
$1.81M 0.44%
7,320
+3,984
81
$1.81M 0.44%
6,039
-210
82
$1.8M 0.44%
42,414
+9,035
83
$1.79M 0.43%
+11,002
84
$1.78M 0.43%
9,957
-731
85
$1.77M 0.43%
7,464
+212
86
$1.76M 0.43%
22,085
+114
87
$1.75M 0.43%
8,209
+74
88
$1.74M 0.42%
149,880
-1,906
89
$1.71M 0.42%
20,000
-550
90
$1.69M 0.41%
27,439
+7,971
91
$1.68M 0.41%
11,878
-89
92
$1.66M 0.4%
9,123
+337
93
$1.66M 0.4%
4,527
+108
94
$1.64M 0.4%
8,972
+104
95
$1.61M 0.39%
97,470
+11,983
96
$1.57M 0.38%
14,519
+1,338
97
$1.52M 0.37%
17,117
+1,224
98
$1.52M 0.37%
35,733
+1,499
99
$1.47M 0.36%
15,604
+260
100
$1.44M 0.35%
38,370
+5,004
2 3
4
5 6