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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
$206M
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.69M
3
+$3.46M
4
HD icon
Home Depot
HD
+$3.46M
5
TSN icon
Tyson Foods
TSN
+$3.44M

Top Sells

1
+$4.85M
2
+$4.53M
3
+$4.41M
4
SYK icon
Stryker
SYK
+$4.4M
5
INTC icon
Intel
INTC
+$4.33M

Sector Composition

1 Technology 23.69%
2 Consumer Discretionary 17.42%
3 Healthcare 10.9%
4 Financials 10.16%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
101
Alphabet (Google) Class A
GOOGL
$4.42T
$109K 0.05%
+380
HPE icon
102
Hewlett Packard
HPE
$65B
$94.7K 0.05%
3,979
-52,998
VSGX icon
103
Vanguard ESG International Stock ETF
VSGX
$6.64B
$83.7K 0.04%
+1,167
TAN icon
104
Invesco Solar ETF
TAN
$1.98B
$83.4K 0.04%
+1,497
ESGD icon
105
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$83.3K 0.04%
+871
VIG icon
106
Vanguard Dividend Appreciation ETF
VIG
$109B
$82.4K 0.04%
+383
EXR icon
107
Extra Space Storage
EXR
$31.7B
$78.7K 0.04%
600
-21,294
VYM icon
108
Vanguard High Dividend Yield ETF
VYM
$79.3B
$77K 0.04%
+520
JAAA icon
109
Janus Henderson AAA CLO ETF
JAAA
$27.8B
$75.6K 0.04%
+1,500
KHYB icon
110
KraneShares Asia Pacific High Income Bond ETF
KHYB
$15.7M
$73.9K 0.04%
+3,112
WDTE
111
Defiance S&P 500 Weekly Distribution ETF
WDTE
$65.2M
$73.3K 0.04%
+2,577
PWR icon
112
Quanta Services
PWR
$106B
$71.5K 0.03%
+130
HYGW icon
113
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$108M
$71.4K 0.03%
+2,421
SCHO icon
114
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$71.2K 0.03%
+2,934
QQQY icon
115
Tidal Trust II Defiance Nasdaq 100 Weekly Distribution ETF
QQQY
$187M
$70.2K 0.03%
+3,396
CAT icon
116
Caterpillar
CAT
$420B
$70.1K 0.03%
+99
AGGH icon
117
Simplify Aggregate Bond ETF
AGGH
$495M
$69.3K 0.03%
+3,407
SRLN icon
118
State Street Blackstone Senior Loan ETF
SRLN
$5.19B
$69K 0.03%
+1,718
CLOZ icon
119
Panagram BBB-B CLO ETF
CLOZ
$682M
$68.5K 0.03%
+2,670
ZWS icon
120
Zurn Elkay Water Solutions
ZWS
$8.09B
$68.4K 0.03%
+1,526
ICLR icon
121
Icon
ICLR
$11.2B
$66.4K 0.03%
+600
HUBB icon
122
Hubbell
HUBB
$25B
$65.5K 0.03%
+133
IWMY icon
123
Defiance R2000 Weekly Distribution ETF
IWMY
$98.8M
$65.1K 0.03%
+3,598
ICLN icon
124
iShares Global Clean Energy ETF
ICLN
$3.05B
$64.4K 0.03%
+3,519
SPG icon
125
Simon Property Group
SPG
$71B
$63.4K 0.03%
+340
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5
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