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
$273M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.41M
3
+$3.19M
4
UAL icon
United Airlines
UAL
+$3.1M
5
SJM icon
J.M. Smucker
SJM
+$3.04M

Top Sells

1
+$4.17M
2
+$3.8M
3
+$2.83M
4
ROK icon
Rockwell Automation
ROK
+$2.6M
5
HUBB icon
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
101
$1.33M 0.49%
11,588
+569
102
$1.32M 0.48%
2,315
-3,503
103
$1.31M 0.48%
5,535
+548
104
$1.31M 0.48%
2,622
+322
105
$1.31M 0.48%
41,582
+4,464
106
$1.3M 0.48%
6,071
-1,492
107
$1.3M 0.48%
+870
108
$1.3M 0.48%
7,702
+421
109
$1.3M 0.48%
16,911
-147
110
$1.29M 0.47%
4,599
-4,541
111
$1.29M 0.47%
5,125
+939
112
$1.29M 0.47%
3,613
-69
113
$1.29M 0.47%
3,179
-3,619
114
$1.29M 0.47%
160
-25
115
$1.28M 0.47%
+36,946
116
$1.28M 0.47%
10,121
-8,038
117
$1.28M 0.47%
1,338
+112
118
$1.27M 0.47%
4,891
-385
119
$1.27M 0.46%
14,458
+1,065
120
$1.26M 0.46%
9,051
-2,549
121
$1.25M 0.46%
2,623
-107
122
$1.25M 0.46%
27,763
+1,017
123
$1.23M 0.45%
3,734
-1,491
124
$1.23M 0.45%
7,684
+1,140
125
$1.22M 0.45%
5,284
-5,620
3 4
5
6 7