SC

Stance Capital Portfolio holdings

AUM $272M
1-Year Est. Return 19.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$266M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.94M
3
+$3.92M
4
WBA
Walgreens Boots Alliance
WBA
+$3.68M
5
NFLX icon
Netflix
NFLX
+$3.52M

Top Sells

1
+$4.96M
2
+$4.92M
3
+$4.39M
4
ED icon
Consolidated Edison
ED
+$4.38M
5
CTSH icon
Cognizant
CTSH
+$4.24M

Sector Composition

1 Technology 22.97%
2 Consumer Discretionary 15.38%
3 Financials 12.24%
4 Healthcare 12.08%
5 Industrials 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.81%
+6,958
27
$2.12M 0.8%
+5,186
28
$2.1M 0.79%
25,239
-7,860
29
$2.06M 0.78%
+47,697
30
$2.06M 0.77%
+13,525
31
$2.04M 0.77%
227,939
-78,818
32
$2.02M 0.76%
15,697
-13,136
33
$2.01M 0.76%
+1,713
34
$2.01M 0.76%
+22,326
35
$2.01M 0.76%
+18,159
36
$2M 0.75%
+69,256
37
$2M 0.75%
9,140
-9,115
38
$1.99M 0.75%
+28,910
39
$1.98M 0.75%
+15,962
40
$1.89M 0.71%
+13,901
41
$1.86M 0.7%
+23,343
42
$1.84M 0.69%
+42,439
43
$1.76M 0.66%
+3,453
44
$1.72M 0.65%
11,600
+3,683
45
$1.68M 0.63%
+32,563
46
$1.67M 0.63%
+9,499
47
$1.65M 0.62%
+31,905
48
$1.64M 0.62%
+13,537
49
$1.64M 0.62%
+10,904
50
$1.63M 0.61%
4,591
-5,893
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