STNC - ETF AI Analysis
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Stance Equity ESG Large Cap Core ETF (STNC)
STNC, the Stance Equity ESG Large Cap Core ETF, has a solid overall rating, largely supported by strong holdings like Quanta Services, Biogen, Costco, and W.R. Berkley, which show healthy financial performance, positive earnings calls, and in some cases strong growth pipelines or backlogs. However, several key positions such as Kroger, Best Buy, and HP face issues like bearish technical trends, high leverage, or potential overvaluation, and the presence of multiple holdings with bearish or cautious technical signals is a notable risk for the fund.
STNC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 92.30M
- Region
- North America
- Expense Ratio
- 0.85%
- Beta
- 0.74
- Issuer
- Hennessy
- Inception Date
- Mar 15, 2021
- Dividend Yield
- 0.91%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
STNC Summary
STNC, the Stance Equity ESG Large Cap Core ETF, invests in large U.S. companies with a focus on environmental, social, and governance (ESG) practices rather than tracking a traditional index. It holds well-known names like Intuit and Starbucks, along with firms in health care, industrials, technology, and consumer sectors, giving broad exposure to the U.S. stock market. Someone might invest in STNC for long-term growth and diversification while supporting companies that aim to act responsibly. A key risk is that, like any stock-focused fund, its value can go up and down with the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.85%, which means you’ll pay about $8.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed and focuses on ESG (environmental, social, and governance) criteria, which typically costs more to run than a simple index-tracking fund.
What would affect this ETF?
This U.S.-focused ETF could benefit from steady economic growth, consumer spending, and innovation in technology and health care, as well as increasing investor interest in ESG and responsible business practices. On the downside, higher interest rates, economic slowdowns that hurt cyclical sectors like consumer and industrials, or changes in ESG regulations and sentiment could weigh on performance, especially given its concentration in a relatively small set of large companies.
STNC Top 10 Holdings
STNC leans into a U.S. large-cap mix with a notable tilt toward health care and consumer names, and a clear ESG lens. Quanta Services has been a key engine, rising strongly this year and giving the fund some infrastructure-flavored momentum. HP and Best Buy are also in the driver’s seat, with steady-to-rising performance supporting returns. On the other side, HCA Healthcare and Kroger have been more mixed, occasionally losing steam and tempering gains. Overall, the fund feels diversified but still driven by a handful of standout U.S. names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 INTU | Intuit | 4.04% | $3.73M | $90.83B | -50.24% | 73Outperform |
 RSG | Republic Services | 3.86% | $3.56M | $73.89B | 8.17% | 72Outperform |
 HLT | Hilton Worldwide Holdings | 3.68% | $3.40M | $79.20B | 31.42% | 67Neutral |
 TJX | TJX Companies | 3.51% | $3.24M | $158.07B | 1.26% | 79Outperform |
 CMCSA | Comcast | 3.52% | $3.24M | $78.30B | -24.69% | 74Outperform |
 CAH | Cardinal Health | 3.39% | $3.12M | $58.25B | 55.38% | 66Neutral |
 LYV | Live Nation Entertainment | 3.39% | $3.13M | $40.67B | 12.90% | 69Neutral |
 SBUX | Starbucks | 3.36% | $3.10M | $117.07B | 19.28% | 56Neutral |
 BMY | Bristol-Myers Squibb | 3.29% | $3.03M | $125.85B | 40.57% | 78Outperform |
 RF | Regions Financial | 3.32% | $3.07M | $24.37B | 16.44% | 79Outperform |
STNC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STNC, the sentiment is Positive. The current price of 37.13 is above the 20-day moving average (MA) of 36.45, above the 50-day MA of 36.39, and above the 200-day MA of 35.96, indicating a bullish trend. The MACD of 0.27 indicates Negative momentum. The RSI at 59.04 is Neutral, neither overbought nor oversold. The STOCH value of 79.96 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for STNC.
STNC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| STNC | $37.13 | $40.00(7.73% Upside) | $92.30M | 0.85% | 68Neutral |
 SOVF | $32.14 | $37.70(17.31% Upside) | $91.40M | 0.75% | 70Neutral |
 PFOE | $22.13 | $28.79(30.08% Upside) | $88.59M | 0.59% | 75Outperform |
 VAMO | $36.24 | $42.29(16.72% Upside) | $87.83M | 0.65% | 63Neutral |
 YALL | $43.04 | $53.31(23.85% Upside) | $80.10M | 0.65% | 67Neutral |
 RFDA | $73.00 | $82.15(12.54% Upside) | $78.14M | 0.52% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| STNC | Stance Equity ESG Large Cap Core ETF | 37.13 | 4.15 | 12.58% | |
| SOVF | Sovereign's Capital Flourish Fund | 32.14 | 3.09 | 10.66% | |
| PFOE | Pathfinder Focused Opportunities ETF | 22.13 | -2.72 | -10.96% | |
| VAMO | Cambria Value & Momentum ETF | 36.24 | 3.66 | 11.25% | |
| YALL | God Bless America ETF | 43.04 | -2.04 | -4.53% | |
| RFDA | RiverFront Dynamic US Dividend Advantage ETF | 73.00 | 10.51 | 16.81% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.