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
76
$1.39M 0.52%
+8,673
77
$1.38M 0.52%
+5,054
78
$1.38M 0.52%
+2,706
79
$1.37M 0.52%
+2,524
80
$1.37M 0.51%
+2,597
81
$1.37M 0.51%
+2,730
82
$1.37M 0.51%
+11,019
83
$1.37M 0.51%
+185
84
$1.36M 0.51%
+1,728
85
$1.36M 0.51%
+5,717
86
$1.36M 0.51%
+4,987
87
$1.36M 0.51%
+6,610
88
$1.36M 0.51%
+18,277
89
$1.36M 0.51%
+14,882
90
$1.36M 0.51%
+6,631
91
$1.35M 0.51%
+1,511
92
$1.35M 0.51%
+12,765
93
$1.35M 0.51%
+7,995
94
$1.35M 0.51%
12,768
+5,452
95
$1.34M 0.5%
+29,659
96
$1.34M 0.5%
+12,723
97
$1.34M 0.5%
+4,336
98
$1.34M 0.5%
+7,281
99
$1.33M 0.5%
+18,239
100
$1.33M 0.5%
+18,523
2 3
4
5 6