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
$125M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.04M
3
+$558K
4
CRM icon
Salesforce
CRM
+$478K
5
ADBE icon
Adobe
ADBE
+$101K

Top Sells

1
+$7.55M
2
+$6.98M
3
+$2.14M
4
AAPL icon
Apple
AAPL
+$1.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$698K

Sector Composition

1 Financials 39.05%
2 Technology 32.51%
3 Communication Services 15.81%
4 Consumer Discretionary 12.29%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.9M 20.76%
131,773
+2,840
2
$23.5M 18.84%
96,415
+415
3
$22.8M 18.29%
172,283
-2,360
4
$14.1M 11.32%
166,200
+700
5
$10.9M 8.74%
110,585
6
$8.64M 6.93%
154,980
-38,360
7
$7.04M 5.65%
36,252
-35,932
8
$5.44M 4.36%
+31,525
9
$4.04M 3.24%
+10,316
10
$1.21M 0.97%
6,200
-3,100
11
$478K 0.38%
+3,506
12
$419K 0.34%
3,450
-650
13
$222K 0.18%
4,800
-23,868
14
– –
-50,529
15
– –
-7,035
16
– –
-3,500