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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
$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
151
$396K 0.15%
+2,567
152
$381K 0.14%
+9,256
153
$331K 0.12%
3,083
-38,814
154
$321K 0.12%
+3,588
155
$307K 0.12%
+1,287
156
$307K 0.12%
+7,300
157
$294K 0.11%
+9,054
158
$202K 0.08%
7,528
-12,421
159
– –
-20,470
160
– –
-30,706
161
– –
-23,944
162
– –
-22,802
163
– –
-35,421
164
– –
-121,335
165
– –
-5,608
166
– –
-22,730
167
– –
-55,388
168
– –
-39,635
169
– –
-7,005
170
– –
-14,359
171
– –
-17,669
172
– –
-10,443
173
– –
-36,083
174
– –
-57,113
175
– –
-7,313
4 5 6
7
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