We are live on ! Find out more
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
RIET icon
251
Hoya Capital High Dividend Yield ETF
RIET
$106M
$6.97K ﹤0.01%
+775
KRNT icon
252
Kornit Digital
KRNT
$732M
$6.77K ﹤0.01%
+462
KBWD icon
253
Invesco KBW High Dividend Yield Financial ETF
KBWD
$423M
$6.72K ﹤0.01%
+536
BNL icon
254
Broadstone Net Lease
BNL
$4.04B
$6.57K ﹤0.01%
+359
WELL icon
255
Welltower
WELL
$151B
$6.52K ﹤0.01%
+33
ALB icon
256
Albemarle
ALB
$20.5B
$6.28K ﹤0.01%
+35
VICI icon
257
VICI Properties
VICI
$30.6B
$5.43K ﹤0.01%
+199
ARRY icon
258
Array Technologies
ARRY
$1.22B
$5.37K ﹤0.01%
+742
B
259
Barrick Mining
B
$67.6B
$5.02K ﹤0.01%
+123
FND icon
260
Floor & Decor
FND
$5.79B
$4.99K ﹤0.01%
+99
ESTC icon
261
Elastic
ESTC
$6.27B
$4.88K ﹤0.01%
+99
CBRE icon
262
CBRE Group
CBRE
$39.1B
$4.88K ﹤0.01%
+36
SYM icon
263
Symbotic
SYM
$5.46B
$4.68K ﹤0.01%
+88
ARE icon
264
Alexandria Real Estate Equities
ARE
$9.31B
$4.57K ﹤0.01%
+99
SHLS icon
265
Shoals Technologies Group
SHLS
$1.76B
$4.32K ﹤0.01%
+657
BXP icon
266
Boston Properties
BXP
$10.6B
$4.2K ﹤0.01%
+81
NVAX icon
267
Novavax
NVAX
$1.46B
$4.07K ﹤0.01%
+500
BITO icon
268
ProShares Bitcoin Strategy ETF
BITO
$1.49B
$3.87K ﹤0.01%
+416
WOLF icon
269
Wolfspeed
WOLF
$2.23B
$3.4K ﹤0.01%
+208
ASPN icon
270
Aspen Aerogels
ASPN
$486M
$2.77K ﹤0.01%
+811
OWL icon
271
Blue Owl Capital
OWL
$6.56B
$2.74K ﹤0.01%
+300
BMI icon
272
Badger Meter
BMI
$3.84B
$2.65K ﹤0.01%
+17
AVGO icon
273
Broadcom
AVGO
$1.81T
$1.86K ﹤0.01%
+6
PLUG icon
274
Plug Power
PLUG
$3.79B
$1.47K ﹤0.01%
+650
NIO icon
275
NIO
NIO
$13.1B
$1.42K ﹤0.01%
+235