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
51
$1.59M 0.6%
+11,193
52
$1.56M 0.59%
+12,989
53
$1.55M 0.58%
+19,138
54
$1.54M 0.58%
33,195
-9,170
55
$1.51M 0.57%
+21,266
56
$1.49M 0.56%
+402
57
$1.49M 0.56%
+11,600
58
$1.48M 0.56%
+19,164
59
$1.48M 0.56%
+4,314
60
$1.48M 0.56%
+7,563
61
$1.45M 0.54%
9,161
-20,985
62
$1.44M 0.54%
11,752
+8,492
63
$1.44M 0.54%
+5,225
64
$1.43M 0.54%
+63,882
65
$1.43M 0.54%
+4,479
66
$1.43M 0.54%
+13,942
67
$1.42M 0.53%
+1,879
68
$1.41M 0.53%
+1,836
69
$1.41M 0.53%
+41,036
70
$1.41M 0.53%
5,276
-4,390
71
$1.41M 0.53%
+13,446
72
$1.4M 0.52%
7,626
-17,731
73
$1.39M 0.52%
+2,717
74
$1.39M 0.52%
+6,680
75
$1.39M 0.52%
+11,249
1 2
3
4 5