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
$120M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$922K
3
+$131K

Top Sells

1
+$2.44M
2
+$1.38M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$390K
5
PYPL icon
PayPal
PYPL
+$167K

Sector Composition

1 Financials 37.26%
2 Technology 26.71%
3 Communication Services 24.22%
4 Consumer Discretionary 11.37%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 18.82%
128,933
+747
2
$20.9M 17.41%
174,643
-895
3
$20.7M 17.29%
96,000
+4,269
4
$12M 9.98%
165,500
5
$11.5M 9.61%
72,184
-6,770
6
$10.1M 8.41%
110,585
-110
7
$9.97M 8.31%
193,340
+33,520
8
$7.55M 6.3%
50,529
-450
9
$1.66M 1.38%
9,300
10
$1.2M 1%
28,668
-9,292
11
$698K 0.58%
3,500
12
$534K 0.45%
7,035
-2,200
13
$528K 0.44%
4,100
-900
14
– –
-148
15
– –
-500
16
– –
-10,640
17
– –
-340
18
– –
-240
19
– –
-150
20
– –
-7,380
21
– –
-89
22
– –
-227