SC
Slow Capital Portfolio holdings
AUM
$817M
This Quarter Return
-18.57%
1 Year Return
+31.39%
3 Year Return
+122.04%
5 Year Return
+175.42%
10 Year Return
–
AUM
$412M
AUM Growth
-$124M
(-23%)
Cap. Flow
-$16.9M
Cap. Flow
% of AUM
-4.1%
Top 10 Holdings %
Top 10 Hldgs %
35.93%
Holding
146
New
3
Increased
61
Reduced
65
Closed
15
Top Buys
| 1 |
Exact Sciences
EXAS
|
$2.15M |
| 2 |
Okta
OKTA
|
$1.97M |
| 3 |
Regeneron Pharmaceuticals
REGN
|
$1.8M |
| 4 |
Repligen
RGEN
|
$1.79M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.5M |
Top Sells
| 1 |
JPMorgan Municipal ETF
JMUB
|
$4.69M |
| 2 |
iShares California Muni Bond ETF
CMF
|
$4.32M |
| 3 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$3.96M |
| 4 |
PLAN
Anaplan, Inc.
PLAN
|
$3.01M |
| 5 |
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% |
