SCA

Sander Capital Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 28.02%
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$871K
3
+$34.1K
4
V icon
Visa
V
+$32.4K
5
JPM icon
JPMorgan Chase
JPM
+$4.74K

Top Sells

1
+$4.92M
2
+$3.49M
3
+$817K
4
PANW icon
Palo Alto Networks
PANW
+$151K
5
AMZN icon
Amazon
AMZN
+$28.5K

Sector Composition

1 Technology 73.02%
2 Consumer Discretionary 12.93%
3 Communication Services 10.42%
4 Financials 2.97%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.85T
$114M 47.81%
220,257
+1,682
AAPL icon
2
Apple
AAPL
$4T
$31.2M 13.08%
122,529
-19,329
AMZN icon
3
Amazon
AMZN
$2.61T
$30.8M 12.93%
140,481
-130
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.4T
$24.9M 10.42%
102,126
-3,355
ORCL icon
5
Oracle
ORCL
$749B
$23.7M 9.95%
84,417
+18,880
PANW icon
6
Palo Alto Networks
PANW
$149B
$4.94M 2.07%
24,270
-740
V icon
7
Visa
V
$659B
$3.51M 1.47%
10,270
+95
MA icon
8
Mastercard
MA
$496B
$2.81M 1.18%
4,938
+60
COST icon
9
Costco
COST
$404B
$1.57M 0.66%
1,693
+3
AUB icon
10
Atlantic Union Bankshares
AUB
$4.61B
$478K 0.2%
250
JPM icon
11
JPMorgan Chase
JPM
$847B
$297K 0.12%
940
+15
NVDA icon
12
NVIDIA
NVDA
$4.93T
$253K 0.11%
1,355
ADBE icon
13
Adobe
ADBE
$142B
– –
-9,013