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
151
$72.2K 0.03%
+1,422
152
$70.4K 0.03%
+1,970
153
$69.1K 0.03%
+2,276
154
$68.8K 0.03%
+1,440
155
$67.2K 0.02%
+2,754
156
$67.1K 0.02%
+2,501
157
$66.8K 0.02%
+1,607
158
$66.2K 0.02%
+3,198
159
$62.5K 0.02%
+224
160
$58.4K 0.02%
+95
161
$55.9K 0.02%
+466
162
$55.9K 0.02%
+4,361
163
$53.9K 0.02%
+104
164
$52.5K 0.02%
+2,139
165
$52.2K 0.02%
+971
166
$51.2K 0.02%
+882
167
$51.1K 0.02%
+1,433
168
$48.9K 0.02%
+51
169
$48.3K 0.02%
+1,393
170
$48.2K 0.02%
+639
171
$48.2K 0.02%
+588
172
$48K 0.02%
+953
173
$46.8K 0.02%
+352
174
$46.6K 0.02%
+2,388
175
$46.4K 0.02%
+261
5 6
7
8 9