SC

Stance Capital Portfolio holdings

AUM $273M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
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
CME icon
101
CME Group
CME
$112B
$1.33M 0.5%
+4,825
BK icon
102
Bank of New York Mellon
BK
$80B
$1.33M 0.5%
+14,596
TEAM icon
103
Atlassian
TEAM
$19.8B
$1.33M 0.5%
+6,544
CMCSA icon
104
Comcast
CMCSA
$109B
$1.32M 0.5%
+37,118
QCOM icon
105
Qualcomm
QCOM
$139B
$1.32M 0.5%
+8,314
ECL icon
106
Ecolab
ECL
$77.3B
$1.32M 0.5%
+4,912
TRV icon
107
Travelers Companies
TRV
$65.4B
$1.32M 0.5%
+4,939
USFD icon
108
US Foods
USFD
$20.9B
$1.31M 0.49%
+17,058
AON icon
109
Aon
AON
$68.9B
$1.31M 0.49%
+3,682
CPRT icon
110
Copart
CPRT
$32.8B
$1.31M 0.49%
+26,746
GILD icon
111
Gilead Sciences
GILD
$180B
$1.31M 0.49%
+11,825
TMO icon
112
Thermo Fisher Scientific
TMO
$173B
$1.31M 0.49%
+3,229
MRSH
113
Marsh
MRSH
$83.3B
$1.31M 0.49%
+5,985
NEM icon
114
Newmont
NEM
$119B
$1.31M 0.49%
+22,443
ADP icon
115
Automatic Data Processing
ADP
$84B
$1.31M 0.49%
+4,237
VRSK icon
116
Verisk Analytics
VRSK
$27.8B
$1.3M 0.49%
+4,186
ABT icon
117
Abbott
ABT
$188B
$1.3M 0.49%
+9,587
ROP icon
118
Roper Technologies
ROP
$36.1B
$1.3M 0.49%
+2,300
UNH icon
119
UnitedHealth
UNH
$256B
$1.3M 0.49%
+4,156
PGR icon
120
Progressive
PGR
$120B
$1.3M 0.49%
+4,856
CHD icon
121
Church & Dwight Co
CHD
$23.1B
$1.29M 0.48%
+13,393
DLR icon
122
Digital Realty Trust
DLR
$61.7B
$1.29M 0.48%
+7,375
RSG icon
123
Republic Services
RSG
$69.3B
$1.28M 0.48%
+5,185
WDAY icon
124
Workday
WDAY
$35B
$1.28M 0.48%
+5,317
GWW icon
125
W.W. Grainger
GWW
$50.9B
$1.28M 0.48%
+1,226