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
$109M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.19M
3
+$39.1K

Top Sells

1
+$9.13M
2
+$6.12M
3
+$2.52M
4
PANW icon
Palo Alto Networks
PANW
+$2.17M
5
MA icon
Mastercard
MA
+$824K

Sector Composition

1 Financials 44.48%
2 Technology 34.35%
3 Consumer Discretionary 13.76%
4 Communication Services 6.99%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 23.68%
136,395
-4,367
2
$22.6M 20.81%
171,413
-855
3
$22.3M 20.48%
98,366
+173
4
$15.1M 13.87%
148,455
+23,420
5
$14.2M 13.04%
188,640
+15,840
6
$7.6M 6.99%
146,780
-8,720
7
$790K 0.73%
4,600
8
$445K 0.41%
3,450
9
– –
-57,900
10
– –
-46,673
11
– –
-6,748
12
– –
-38,467
13
– –
-4,800