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
$273M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.41M
3
+$3.19M
4
UAL icon
United Airlines
UAL
+$3.1M
5
SJM icon
J.M. Smucker
SJM
+$3.04M

Top Sells

1
+$4.17M
2
+$3.8M
3
+$2.83M
4
ROK icon
Rockwell Automation
ROK
+$2.6M
5
HUBB icon
Hubbell
HUBB
+$2.58M

Sector Composition

1 Technology 24.81%
2 Consumer Discretionary 16.52%
3 Financials 14.16%
4 Healthcare 11.24%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.1K 0.01%
332
-20,934
227
$22.5K 0.01%
+222
228
$22.5K 0.01%
+316
229
$22.2K 0.01%
+2,223
230
$21.1K 0.01%
+151
231
$19K 0.01%
+2,733
232
$18.3K 0.01%
+162
233
$14.7K 0.01%
+569
234
$13.5K 0.01%
+178
235
$11.4K ﹤0.01%
+199
236
$11K ﹤0.01%
+349
237
$11K ﹤0.01%
+279
238
$10.8K ﹤0.01%
+674
239
$10.7K ﹤0.01%
+373
240
$10.6K ﹤0.01%
+48
241
$10.5K ﹤0.01%
+484
242
$10.5K ﹤0.01%
+406
243
$10.5K ﹤0.01%
+209
244
$10.4K ﹤0.01%
+453
245
$9.53K ﹤0.01%
+325
246
$9.26K ﹤0.01%
+227
247
$9.22K ﹤0.01%
+512
248
$8.19K ﹤0.01%
+230
249
$7.87K ﹤0.01%
+400
250
$7.79K ﹤0.01%
+239
8 9
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