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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
$206M
AUM Growth
-$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$3.71M
2 +$3.69M
3 +$3.46M
4
HD icon
Home Depot
HD
+$3.46M
5
TSN icon
Tyson Foods
TSN
+$3.44M

Top Sells

1 +$4.85M
2 +$4.53M
3 +$4.41M
4
SYK icon
Stryker
SYK
+$4.4M
5
INTC icon
Intel
INTC
+$4.33M

Sector Composition

1 Technology 23.69%
2 Consumer Discretionary 17.42%
3 Healthcare 10.9%
4 Financials 10.16%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STLD icon
176
Steel Dynamics
STLD
$40.8B
$36K 0.02%
200
-7,872
ENPH icon
177
Enphase Energy
ENPH
$7.2B
$36K 0.02%
+951
LEVI icon
178
Levi Strauss
LEVI
$9.25B
$35.8K 0.02%
+1,934
BKLN icon
179
Invesco Senior Loan ETF
BKLN
$7.13B
$35.4K 0.02%
+1,732
VEEV icon
180
Veeva Systems
VEEV
$25.9B
$35.1K 0.02%
+200
HUM icon
181
Humana
HUM
$45.5B
$34.7K 0.02%
+200
TSLA icon
182
Tesla
TSLA
$1.51T
$34.6K 0.02%
+93
AVY icon
183
Avery Dennison
AVY
$12.2B
$34.5K 0.02%
+200
PANW icon
184
Palo Alto Networks
PANW
$227B
$32.1K 0.02%
200
-7,140
SN icon
185
SharkNinja
SN
$18.8B
$31.8K 0.02%
+300
IOT icon
186
Samsara
IOT
$19.5B
$31.5K 0.02%
+998
BDX icon
187
Becton Dickinson
BDX
$40.5B
$31.4K 0.02%
+200
FLNC icon
188
Fluence Energy
FLNC
$3.16B
$31.2K 0.02%
+2,266
REAL icon
189
The RealReal
REAL
$1.23B
$31.1K 0.02%
+3,426
NBIS
190
Nebius Group N.V.
NBIS
$59.1B
$30.9K 0.02%
+298
EOSE icon
191
Eos Energy Enterprises
EOSE
$2.09B
$30.6K 0.01%
+6,171
GWRE icon
192
Guidewire Software
GWRE
$10.2B
$29.9K 0.01%
+200
DT icon
193
Dynatrace
DT
$11.9B
$29.5K 0.01%
+798
ORCL icon
194
Oracle
ORCL
$528B
$29.4K 0.01%
200
-6,823
LMND icon
195
Lemonade
LMND
$4.42B
$29.1K 0.01%
+465
MRNA icon
196
Moderna
MRNA
$19.7B
$28.9K 0.01%
+569
IREN icon
197
Iris Energy
IREN
$21.4B
$28.7K 0.01%
+836
PTC icon
198
PTC
PTC
$13.2B
$28.5K 0.01%
+200
GEHC icon
199
GE HealthCare
GEHC
$29.7B
$28.5K 0.01%
+400
O icon
200
Realty Income
O
$58.4B
$27.7K 0.01%
+453