SC

Stance Capital Portfolio holdings

AUM $266M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$5.33M
3 +$5.28M
4
AAPL icon
Apple
AAPL
+$4.86M
5
BK icon
Bank of New York Mellon
BK
+$4.62M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.28%
2 Consumer Discretionary 17.35%
3 Healthcare 15.19%
4 Technology 12.19%
5 Industrials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$34.5K 0.02%
+105
152
$34.3K 0.02%
+2,889
153
$33.7K 0.02%
+2,163
154
$32K 0.02%
+893
155
$28K 0.02%
+431
156
$27.8K 0.02%
+669
157
$26.9K 0.02%
+291
158
$26.6K 0.02%
+667
159
$25.9K 0.02%
+1,161
160
$22.6K 0.01%
+422
161
$19.7K 0.01%
+62
162
$19.1K 0.01%
+360
163
$17.7K 0.01%
+93
164
$17.3K 0.01%
+114
165
$15.9K 0.01%
+35
166
$14.1K 0.01%
+305
167
$13.8K 0.01%
+85
168
$13.4K 0.01%
+61
169
$12.8K 0.01%
+160
170
$11.3K 0.01%
+165
171
$10.9K 0.01%
+30
172
$10.7K 0.01%
+22
173
$10.5K 0.01%
+92
174
$10.2K 0.01%
+76
175
$8.99K 0.01%
+51