SC
Stance Capital Portfolio holdings
AUM
$273M
1-Year Est. Return
13.23%
This Fund
S&P 500
1 Year Est. Return
+13.23%
AUM
$266M
AUM Growth
+$131M
(+97%)
Holding
179
Top Buys
| 1 | +$4.45M | |
| 2 | +$4.16M | |
| 3 | +$4.14M | |
| 4 |
TJX Companies
TJX
|
+$3.98M |
| 5 |
Ulta Beauty
ULTA
|
+$3.81M |
Top Sells
| 1 | +$4.96M | |
| 2 | +$4.92M | |
| 3 | +$4.39M | |
| 4 |
Consolidated Edison
ED
|
+$4.38M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Target
TGT
$47.1B
| – | – |
-29,311
|
|
||
177
Xcel Energy
XEL
$45.2B
| – | – |
-18,716
|
|
||
178
GE Vernova
GEV
$188B
| – | – |
-1,301
|
|
||
|
SW
179
Smurfit Westrock
SW
$22.4B
| – | – |
-23,304
|
|