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SC

Stance Capital Portfolio holdings

AUM $206M
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.69M
3
+$3.46M
4
HD icon
Home Depot
HD
+$3.46M
5
TSN icon
Tyson Foods
TSN
+$3.44M

Top Sells

1
+$4.85M
2
+$4.53M
3
+$4.41M
4
SYK icon
Stryker
SYK
+$4.4M
5
INTC icon
Intel
INTC
+$4.33M

Sector Composition

1 Technology 23.69%
2 Consumer Discretionary 17.42%
3 Healthcare 10.9%
4 Financials 10.16%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APTV icon
226
Aptiv
APTV
$14.5B
$11.6K 0.01%
167
-17,495
XCCC icon
227
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$276M
$10.9K 0.01%
+300
NOW icon
228
ServiceNow
NOW
$104B
$10.9K 0.01%
104
-7,946
NVO
229
Novo Nordisk
NVO
$196B
$10.6K 0.01%
+289
USHY icon
230
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.1B
$10.4K 0.01%
+282
PFF icon
231
iShares Preferred and Income Securities ETF
PFF
$13.6B
$10.1K ﹤0.01%
+333
KBWY icon
232
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$306M
$10K ﹤0.01%
+656
JEPQ icon
233
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$9.94K ﹤0.01%
+179
PFFA icon
234
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.38B
$9.85K ﹤0.01%
+484
BLDG icon
235
Cambria Global Real Estate ETF
BLDG
$37.3M
$9.73K ﹤0.01%
+406
CDX icon
236
Simplify High Yield ETF
CDX
$405M
$9.69K ﹤0.01%
+454
XYLG icon
237
Global X S&P 500 Covered Call & Growth ETF
XYLG
$66.5M
$9.51K ﹤0.01%
+362
BBWI icon
238
Bath & Body Works
BBWI
$3.91B
$9.19K ﹤0.01%
+497
IWMW icon
239
iShares Russell 2000 BuyWrite ETF
IWMW
$51.2M
$8.63K ﹤0.01%
+231
QYLG icon
240
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$150M
$8.59K ﹤0.01%
+331
KMX icon
241
CarMax
KMX
$7.33B
$8.32K ﹤0.01%
+200
CSGP icon
242
CoStar Group
CSGP
$13.5B
$7.98K ﹤0.01%
+198
SVOL icon
243
Simplify Volatility Premium ETF
SVOL
$551M
$7.96K ﹤0.01%
+519
SRET icon
244
Global X SuperDividend REIT ETF
SRET
$230M
$7.93K ﹤0.01%
+374
OKTA icon
245
Okta
OKTA
$20.4B
$7.87K ﹤0.01%
+100
AMSC icon
246
American Superconductor
AMSC
$1.91B
$7.45K ﹤0.01%
+220
WTPI
247
WisdomTree Equity Premium Income Fund
WTPI
$477M
$7.43K ﹤0.01%
+233
PCG icon
248
PG&E
PCG
$37.3B
$7.36K ﹤0.01%
+419
CGNX icon
249
Cognex
CGNX
$10.6B
$7.15K ﹤0.01%
+146
QDTE icon
250
Roundhill N-100 0DTE Covered Call Strategy ETF
QDTE
$865M
$7.05K ﹤0.01%
+257
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