SC
Stance Capital Portfolio holdings
AUM
$273M
1-Year Est. Return
13.23%
1 Year Est. Return
+13.23%
AUM
$273M
AUM Growth
+$6.75M
(+2.5%)
Holding
313
Top Buys
| 1 | +$3.71M | |
| 2 | +$3.39M | |
| 3 | +$3.36M | |
| 4 |
United Airlines
UAL
|
+$3.11M |
| 5 |
J.M. Smucker
SJM
|
+$3.04M |
Top Sells
| 1 | +$4.28M | |
| 2 | +$3.8M | |
| 3 | +$3.02M | |
| 4 |
D.R. Horton
DHI
|
+$2.63M |
| 5 |
Rockwell Automation
ROK
|
+$2.6M |
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 | |
|---|---|---|---|---|---|---|
301
Alphabet (Google) Class A
GOOGL
$3.73T
| – | – |
-9,499
|
|
||
302
Genuine Parts
GPC
$18.3B
| – | – |
-13,537
|
|
||
303
Ingersoll Rand
IR
$32.3B
| – | – |
-25,239
|
|
||
304
Intuitive Surgical
ISRG
$192B
| – | – |
-2,524
|
|
||
305
Kellanova
K
| – | – |
-23,343
|
|
||
306
Eli Lilly
LLY
$920B
| – | – |
-1,586
|
|
||
307
Lowe's Companies
LOW
$139B
| – | – |
-2,521
|
|
||
308
Marriott International
MAR
$80.2B
| – | – |
-5,054
|
|
||
309
Mettler-Toledo International
MTD
$28.5B
| – | – |
-1,713
|
|
||
310
Micron Technology
MU
$271B
| – | – |
-11,249
|
|
||
311
NetApp
NTAP
$22.9B
| – | – |
-22,882
|
|
||
312
News Corp Class B
NWS
$16.5B
| – | – |
-41,036
|
|
||
313
Palantir
PLTR
$438B
| – | – |
-13,901
|
|