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
101
$1.33M 0.5%
+4,825
102
$1.33M 0.5%
+14,596
103
$1.33M 0.5%
+6,544
104
$1.32M 0.5%
+37,118
105
$1.32M 0.5%
+8,314
106
$1.32M 0.5%
+4,912
107
$1.32M 0.5%
+4,939
108
$1.31M 0.49%
+17,058
109
$1.31M 0.49%
+3,682
110
$1.31M 0.49%
+26,746
111
$1.31M 0.49%
+11,825
112
$1.31M 0.49%
+3,229
113
$1.31M 0.49%
+5,985
114
$1.31M 0.49%
+22,443
115
$1.31M 0.49%
+4,237
116
$1.3M 0.49%
+4,186
117
$1.3M 0.49%
+9,587
118
$1.3M 0.49%
+2,300
119
$1.3M 0.49%
+4,156
120
$1.3M 0.49%
+4,856
121
$1.29M 0.48%
+13,393
122
$1.29M 0.48%
+7,375
123
$1.28M 0.48%
+5,185
124
$1.28M 0.48%
+5,317
125
$1.28M 0.48%
+1,226
3 4
5
6 7