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
251
$7.77K ﹤0.01%
+359
252
$7.51K ﹤0.01%
+100
253
$7.42K ﹤0.01%
+223
254
$6.99K ﹤0.01%
+726
255
$6.89K ﹤0.01%
+100
256
$6.74K ﹤0.01%
+100
257
$6.72K ﹤0.01%
+497
258
$6.69K ﹤0.01%
+100
259
$6.29K ﹤0.01%
+193
260
$6.23K ﹤0.01%
+348
261
$5.76K ﹤0.01%
+226
262
$5.04K ﹤0.01%
100
-31,805
263
$4.79K ﹤0.01%
+27
264
$4.53K ﹤0.01%
+100
265
$4.37K ﹤0.01%
+200
266
$4.33K ﹤0.01%
+500
267
$4.04K ﹤0.01%
+580
268
$4.03K ﹤0.01%
+123
269
$2.55K ﹤0.01%
+100
270
$1.79K ﹤0.01%
+235
271
$1.66K ﹤0.01%
+27
272
$1.51K ﹤0.01%
+650
273
$1.26K ﹤0.01%
+19
274
$1.1K ﹤0.01%
+25
275
$1.01K ﹤0.01%
16
-12,781
9 10
11
12 13