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
101
$1.4M 0.34%
9,999
+27
102
$1.21M 0.29%
3,183
-217
103
$1.19M 0.29%
12,730
+1,062
104
$1.15M 0.28%
10,879
+3
105
$1.13M 0.27%
16,196
-22,648
106
$1.12M 0.27%
5,636
+55
107
$1.11M 0.27%
6,899
-177
108
$1.11M 0.27%
25,088
+1,431
109
$1.08M 0.26%
21,802
-779
110
$1.06M 0.26%
9,311
+489
111
$1.06M 0.26%
38,000
-11,716
112
$1M 0.24%
28,860
-3,058
113
$967K 0.23%
19,358
+270
114
$875K 0.21%
58,779
-1,689
115
$785K 0.19%
16,896
-4,488
116
$606K 0.15%
4,187
117
$561K 0.14%
9,332
-110
118
$552K 0.13%
3,200
+126
119
$500K 0.12%
2,540
-12
120
$478K 0.12%
6,469
-91
121
$441K 0.11%
10,116
-40,997
122
$421K 0.1%
8,580
-900
123
$411K 0.1%
4,503
-169
124
$377K 0.09%
4,980
-8
125
$348K 0.08%
10,588
-772
2 3 4
5
6