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 | |
|---|---|---|---|---|---|---|
51
Allstate
ALL
$54.2B
| $1.44M | 0.53% |
+6,706
|
|
||
52
Omnicom Group
OMC
$25.5B
| $1.43M | 0.53% |
17,562
-961
|
|
||
53
Ulta Beauty
ULTA
$26.7B
| $1.43M | 0.52% |
2,611
-5,532
|
|
||
54
Ferguson
FERG
$45.1B
| $1.43M | 0.52% |
+6,350
|
|
||
55
AbbVie
ABBV
$395B
| $1.42M | 0.52% |
6,154
-647
|
|
||
56
Zscaler
ZS
$37.7B
| $1.42M | 0.52% |
+4,745
|
|
||
57
Intuit
INTU
$187B
| $1.42M | 0.52% |
2,080
+352
|
|
||
58
Fortinet
FTNT
$61.1B
| $1.42M | 0.52% |
16,864
+4,099
|
|
||
59
JPMorgan Chase
JPM
$867B
| $1.42M | 0.52% |
4,491
-4,156
|
|
||
60
NVIDIA
NVDA
$4.25T
| $1.41M | 0.52% |
7,567
-1,594
|
|
||
61
Snap
SNAP
$12.6B
| $1.41M | 0.52% |
+183,069
|
|
||
62
HCA Healthcare
HCA
$111B
| $1.41M | 0.52% |
+3,311
|
|
||
63
Merck
MRK
$249B
| $1.41M | 0.52% |
16,800
+890
|
|
||
64
TE Connectivity
TEL
$67.7B
| $1.41M | 0.52% |
6,404
-1,591
|
|
||
65
Crown Castle
CCI
$39.6B
| $1.4M | 0.51% |
+14,545
|
|
||
66
Datadog
DDOG
$51.2B
| $1.4M | 0.51% |
+9,844
|
|
||
67
Vulcan Materials
VMC
$39.1B
| $1.4M | 0.51% |
+4,556
|
|
||
68
Palo Alto Networks
PANW
$134B
| $1.39M | 0.51% |
6,846
+215
|
|
||
69
PayPal
PYPL
$57.7B
| $1.39M | 0.51% |
20,656
+2,379
|
|
||
70
Ross Stores
ROST
$58.9B
| $1.38M | 0.51% |
9,085
-15,779
|
|
||
71
CME Group
CME
$98.6B
| $1.38M | 0.51% |
5,122
+297
|
|
||
72
Qualcomm
QCOM
$191B
| $1.38M | 0.51% |
8,303
-11
|
|
||
73
Aflac
AFL
$57.7B
| $1.38M | 0.5% |
12,313
-410
|
|
||
74
Bank of New York Mellon
BK
$81.6B
| $1.37M | 0.5% |
12,619
-1,977
|
|
||
75
Cadence Design Systems
CDNS
$88B
| $1.37M | 0.5% |
3,912
-424
|
|