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
201
$39K 0.01%
+1,431
202
$38.4K 0.01%
694
-31,869
203
$36.9K 0.01%
+978
204
$36.7K 0.01%
+937
205
$35.2K 0.01%
+387
206
$34.2K 0.01%
+3,810
207
$33.6K 0.01%
+414
208
$32.3K 0.01%
+913
209
$30.8K 0.01%
+243
210
$30K 0.01%
177
-15,520
211
$28.2K 0.01%
182
-13,343
212
$28K 0.01%
+1,339
213
$27.4K 0.01%
+869
214
$27.3K 0.01%
+300
215
$27K 0.01%
+551
216
$26.9K 0.01%
+295
217
$26.8K 0.01%
+441
218
$26.3K 0.01%
+195
219
$26.2K 0.01%
+196
220
$25.7K 0.01%
+317
221
$25.6K 0.01%
+137
222
$24.9K 0.01%
+184
223
$24.2K 0.01%
+188
224
$23.7K 0.01%
+1,539
225
$23.4K 0.01%
+56
7 8
9
10 11