SC
Stance Capital Portfolio holdings
AUM
$266M
This Quarter Return
-0.34%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
-$26.2M
(-16%)
Cap. Flow
-$26.1M
Cap. Flow
% of AUM
-19.29%
Top 10 Holdings %
Top 10 Hldgs %
41.27%
Holding
281
New
11
Increased
27
Reduced
5
Closed
237
Top Buys
| 1 |
Cardinal Health
CAH
|
$4.85M |
| 2 |
HCA Healthcare
HCA
|
$4.76M |
| 3 |
McKesson
MCK
|
$4.7M |
| 4 |
IBM
IBM
|
$4.19M |
| 5 |
Hershey
HSY
|
$4.09M |
Top Sells
| 1 |
Deckers Outdoor
DECK
|
$5.33M |
| 2 |
Apple
AAPL
|
$4.86M |
| 3 |
Bank of New York Mellon
BK
|
$4.62M |
| 4 |
Wells Fargo
WFC
|
$4.57M |
| 5 |
Aon
AON
|
$4.4M |
Sector Composition
| 1 | Consumer Discretionary | 20.34% |
| 2 | Healthcare | 18.83% |
| 3 | Financials | 14.7% |
| 4 | Technology | 13.62% |
| 5 | Consumer Staples | 5.29% |
