SC

Stance Capital Portfolio holdings

AUM $206M
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.41M
3
+$3.19M
4
UAL icon
United Airlines
UAL
+$3.1M
5
SJM icon
J.M. Smucker
SJM
+$3.04M

Top Sells

1
+$4.17M
2
+$3.8M
3
+$2.83M
4
ROK icon
Rockwell Automation
ROK
+$2.6M
5
HUBB icon
Hubbell
HUBB
+$2.58M

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
$1.44M 0.53%
+6,706
52
$1.43M 0.53%
17,562
-961
53
$1.43M 0.52%
2,611
-5,532
54
$1.43M 0.52%
+6,350
55
$1.42M 0.52%
6,154
-647
56
$1.42M 0.52%
+4,745
57
$1.42M 0.52%
2,080
+352
58
$1.42M 0.52%
16,864
+4,099
59
$1.42M 0.52%
4,491
-4,156
60
$1.41M 0.52%
7,567
-1,594
61
$1.41M 0.52%
+183,069
62
$1.41M 0.52%
+3,311
63
$1.41M 0.52%
16,800
+890
64
$1.41M 0.52%
6,404
-1,591
65
$1.4M 0.51%
+14,545
66
$1.4M 0.51%
+9,844
67
$1.4M 0.51%
+4,556
68
$1.39M 0.51%
6,846
+215
69
$1.39M 0.51%
20,656
+2,379
70
$1.38M 0.51%
9,085
-15,779
71
$1.38M 0.51%
5,122
+297
72
$1.38M 0.51%
8,303
-11
73
$1.38M 0.5%
12,313
-410
74
$1.37M 0.5%
12,619
-1,977
75
$1.37M 0.5%
3,912
-424
1 2
3
4 5