SC
Stance Capital Portfolio holdings
AUM
$273M
1-Year Est. Return
13.25%
This Fund
S&P 500
1 Year Est. Return
+13.25%
AUM
$273M
AUM Growth
+$6.75M
(+2.5%)
Holding
313
Top Buys
| 1 | +$3.47M | |
| 2 | +$3.41M | |
| 3 | +$3.19M | |
| 4 |
United Airlines
UAL
|
+$3.1M |
| 5 |
J.M. Smucker
SJM
|
+$3.04M |
Top Sells
| 1 | +$4.17M | |
| 2 | +$3.8M | |
| 3 | +$2.83M | |
| 4 |
Rockwell Automation
ROK
|
+$2.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
American Express
AXP
$206B
| $1.37M | 0.5% |
4,131
-348
|
|
||
77
Charles Schwab
SCHW
$163B
| $1.37M | 0.5% |
14,365
-517
|
|
||
78
Advanced Micro Devices
AMD
$315B
| $1.37M | 0.5% |
8,474
-2,719
|
|
||
79
Carrier Global
CARR
$46.5B
| $1.37M | 0.5% |
22,955
+4,716
|
|
||
80
United Rentals
URI
$46.4B
| $1.37M | 0.5% |
1,433
-446
|
|
||
81
AXS Change Finance ESG ETF
CHGX
$138M
| $1.36M | 0.5% |
49,964
-156,922
|
|
||
82
Warner Music
WMG
$14.3B
| $1.36M | 0.5% |
+39,968
|
|
||
83
Medtronic
MDT
$112B
| $1.36M | 0.5% |
+14,290
|
|
||
84
Thermo Fisher Scientific
TMO
$173B
| $1.36M | 0.5% |
2,803
-426
|
|
||
85
Adobe
ADBE
$102B
| $1.36M | 0.5% |
3,846
+557
|
|
||
86
Netflix
NFLX
$402B
| $1.36M | 0.5% |
11,310
-19,790
|
|
||
87
Texas Instruments
TXN
$174B
| $1.35M | 0.5% |
7,359
+679
|
|
||
88
Spotify
SPOT
$106B
| $1.35M | 0.5% |
1,935
+99
|
|
||
89
Ecolab
ECL
$77.3B
| $1.35M | 0.49% |
4,917
+5
|
|
||
90
Analog Devices
ADI
$149B
| $1.35M | 0.49% |
5,480
-237
|
|
||
91
Abbott
ABT
$188B
| $1.35M | 0.49% |
10,048
+461
|
|
||
92
Automatic Data Processing
ADP
$84B
| $1.34M | 0.49% |
4,578
+341
|
|
||
93
Gilead Sciences
GILD
$180B
| $1.34M | 0.49% |
12,089
+264
|
|
||
94
Prologis
PLD
$122B
| $1.34M | 0.49% |
11,708
-290
|
|
||
95
Progressive
PGR
$120B
| $1.34M | 0.49% |
5,412
+556
|
|
||
|
MRSH
96
Marsh
MRSH
$83.3B
| $1.33M | 0.49% |
6,622
+637
|
|
||
97
Microchip Technology
MCHP
$33.5B
| $1.33M | 0.49% |
+20,769
|
|
||
98
Williams-Sonoma
WSM
$21.5B
| $1.33M | 0.49% |
+6,823
|
|
||
99
ServiceNow
NOW
$119B
| $1.33M | 0.49% |
7,230
+620
|
|
||
100
Pultegroup
PHM
$22.9B
| $1.33M | 0.49% |
10,054
-2,714
|
|