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
201
$2.91K ﹤0.01%
+179
202
$2.87K ﹤0.01%
+70
203
$2.81K ﹤0.01%
+47
204
$2.56K ﹤0.01%
+24
205
$2.56K ﹤0.01%
+28
206
$2.3K ﹤0.01%
+10
207
$2.23K ﹤0.01%
+17
208
$2.22K ﹤0.01%
+1,043
209
$1.91K ﹤0.01%
+123
210
$1.77K ﹤0.01%
+8
211
$1.5K ﹤0.01%
+49
212
$1.45K ﹤0.01%
+22
213
$1.45K ﹤0.01%
+20
214
$1.42K ﹤0.01%
+38
215
$1.36K ﹤0.01%
+22
216
$1.33K ﹤0.01%
+22
217
$1.28K ﹤0.01%
+21
218
$1.22K ﹤0.01%
+9
219
$1.19K ﹤0.01%
+7
220
$1.17K ﹤0.01%
+22
221
$1.04K ﹤0.01%
+31
222
$1.03K ﹤0.01%
+13
223
$1.02K ﹤0.01%
+235
224
$946 ﹤0.01%
+9
225
$922 ﹤0.01%
+8
7 8
9
10 11