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
176
$8.92K 0.01%
+35
177
$8.83K 0.01%
+140
178
$8.78K 0.01%
+15
179
$8.23K 0.01%
+350
180
$8.1K 0.01%
+113
181
$8.08K 0.01%
+20
182
$7.68K ﹤0.01%
+134
183
$6.51K ﹤0.01%
+11
184
$6.32K ﹤0.01%
+30
185
$6.23K ﹤0.01%
+100
186
$5.89K ﹤0.01%
+134
187
$5.75K ﹤0.01%
+24
188
$5.42K ﹤0.01%
+125
189
$5.4K ﹤0.01%
+185
190
$5.23K ﹤0.01%
+330
191
$4.76K ﹤0.01%
+41
192
$4.02K ﹤0.01%
+500
193
$3.64K ﹤0.01%
+40
194
$3.3K ﹤0.01%
+15
195
$3.29K ﹤0.01%
+18
196
$3.27K ﹤0.01%
+38
197
$3.19K ﹤0.01%
+39
198
$3.1K ﹤0.01%
+11
199
$3.04K ﹤0.01%
+6
200
$3.03K ﹤0.01%
+550
6 7
8
9 10