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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.4M
3
+$16.1M
4
META icon
Meta Platforms (Facebook)
META
+$13.9M
5
AMZN icon
Amazon
AMZN
+$9.67M

Top Sells

No sells this quarter

Sector Composition

1 Financials 36.29%
2 Communication Services 25.26%
3 Technology 24.22%
4 Consumer Discretionary 10.18%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20M 17.81%
+175,538
2
$19.4M 17.23%
+128,186
3
$16.1M 14.29%
+91,731
4
$13.9M 12.37%
+78,954
5
$9.67M 8.61%
+165,500
6
$9.52M 8.47%
+110,695
7
$8.36M 7.44%
+159,820
8
$6.12M 5.44%
+50,979
9
$2.44M 2.17%
+10,640
10
$1.76M 1.57%
+9,300
11
$1.59M 1.41%
+37,960
12
$1.38M 1.23%
+7,380
13
$700K 0.62%
+5,000
14
$696K 0.62%
+3,500
15
$683K 0.61%
+9,235
16
$34K 0.03%
+340
17
$27K 0.02%
+500
18
$27K 0.02%
+227
19
$15K 0.01%
+150
20
$13K 0.01%
+89
21
$12K 0.01%
+240
22
$9K 0.01%
+148