SC
Stance Capital Portfolio holdings
AUM
$272M
1-Year Est. Return
19.53%
This Fund
S&P 500
1 Year Est. Return
+19.53%
AUM
$272M
AUM Growth
-$740K
(-0.27%)
Holding
316
Top Buys
| 1 | +$5.75M | |
| 2 | +$4.31M | |
| 3 | +$4.06M | |
| 4 |
Advanced Micro Devices
AMD
|
+$3.89M |
| 5 |
Bunge Global
BG
|
+$3.53M |
Top Sells
| 1 | +$5.54M | |
| 2 | +$5.33M | |
| 3 | +$4.56M | |
| 4 |
Idexx Laboratories
IDXX
|
+$4.49M |
| 5 |
Cisco
CSCO
|
+$4.12M |
Sector Composition
| 1 | Technology | 25.88% |
| 2 | Consumer Discretionary | 14.86% |
| 3 | Financials | 12.88% |
| 4 | Healthcare | 12.16% |
| 5 | Industrials | 9.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Marriott International
MAR
$96.5B
| $1.46M | 0.54% |
+4,713
|
|
||
52
Waste Management
WM
$92.2B
| $1.45M | 0.53% |
+6,583
|
|
||
53
Verisk Analytics
VRSK
$23.5B
| $1.44M | 0.53% |
6,444
+1,319
|
|
||
54
Amgen
AMGN
$186B
| $1.44M | 0.53% |
4,398
-1,332
|
|
||
55
Charles Schwab
SCHW
$158B
| $1.44M | 0.53% |
14,404
+39
|
|
||
56
AbbVie
ABBV
$350B
| $1.43M | 0.52% |
6,240
+86
|
|
||
57
Ulta Beauty
ULTA
$23.6B
| $1.42M | 0.52% |
2,349
-262
|
|
||
58
Abbott
ABT
$165B
| $1.42M | 0.52% |
11,339
+1,291
|
|
||
59
Walt Disney
DIS
$182B
| $1.42M | 0.52% |
12,455
+867
|
|
||
60
Aon
AON
$70B
| $1.42M | 0.52% |
4,015
+402
|
|
||
61
Verizon
VZ
$198B
| $1.42M | 0.52% |
34,761
-78,345
|
|
||
62
Equinix
EQIX
$107B
| $1.42M | 0.52% |
+1,847
|
|
||
|
MRSH
63
Marsh
MRSH
$83B
| $1.41M | 0.52% |
7,610
+988
|
|
||
64
Mastercard
MA
$458B
| $1.41M | 0.52% |
2,472
+157
|
|
||
65
Salesforce
CRM
$150B
| $1.41M | 0.52% |
5,324
-211
|
|
||
66
Omnicom Group
OMC
$21.8B
| $1.41M | 0.52% |
17,459
-103
|
|
||
67
Maplebear
CART
$10.3B
| $1.41M | 0.52% |
31,309
+2,324
|
|
||
68
Republic Services
RSG
$64.6B
| $1.4M | 0.52% |
+6,621
|
|
||
69
Ecolab
ECL
$75.4B
| $1.4M | 0.52% |
5,345
+428
|
|
||
70
American Water Works
AWK
$26.1B
| $1.4M | 0.52% |
+10,747
|
|
||
71
Church & Dwight Co
CHD
$22.9B
| $1.4M | 0.52% |
16,721
+2,263
|
|
||
72
Electronic Arts
EA
$50.8B
| $1.4M | 0.52% |
6,860
-935
|
|
||
73
CME Group
CME
$104B
| $1.4M | 0.52% |
5,132
+10
|
|
||
74
Thermo Fisher Scientific
TMO
$174B
| $1.39M | 0.51% |
2,405
-398
|
|
||
75
MongoDB
MDB
$21.6B
| $1.39M | 0.51% |
+3,320
|
|