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
176
$46.3K 0.02%
+686
177
$46.3K 0.02%
+690
178
$46.2K 0.02%
+1,334
179
$46.2K 0.02%
+329
180
$46K 0.02%
266
-7,109
181
$45.8K 0.02%
+546
182
$45.4K 0.02%
+235
183
$45.2K 0.02%
+794
184
$45K 0.02%
+1,729
185
$45K 0.02%
+1,975
186
$44.9K 0.02%
+370
187
$44.8K 0.02%
+666
188
$44.3K 0.02%
+382
189
$44.3K 0.02%
+586
190
$44.1K 0.02%
+1,580
191
$43K 0.02%
510
-21,933
192
$42.9K 0.02%
+1,586
193
$42.6K 0.02%
+1,823
194
$42.4K 0.02%
+1,772
195
$42.2K 0.02%
+242
196
$42.2K 0.02%
+470
197
$40.9K 0.02%
+1,217
198
$40.8K 0.01%
+179
199
$40.3K 0.01%
+2,154
200
$40.1K 0.01%
+334
6 7
8
9 10